HighTower Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $177K | Buy |
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|
2020
Q2 | $180K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $170K | Hold |
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|
2019
Q1 | $175K | Sell |
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|
2018
Q4 | $185K | Sell |
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|
2018
Q3 | $454K | Buy |
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|
2018
Q2 | $208K | Sell |
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|
2018
Q1 | $574K | Sell |
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|
2017
Q4 | $668K | Buy |
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|
2017
Q3 | $568K | Sell |
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|
2017
Q2 | $601K | Buy |
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|
2017
Q1 | $546K | Sell |
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|
2016
Q4 | $1.91M | Buy |
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|
2016
Q3 | $539K | Buy |
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|
2016
Q2 | $408K | Buy |
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|
2016
Q1 | $296K | Sell |
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|
2015
Q4 | $1.23M | Buy |
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|
2015
Q3 | $1.39M | Sell |
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|
2015
Q2 | $1.9M | Buy |
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|
2015
Q1 | $1.53M | Buy |
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|
2014
Q4 | $1.5M | Buy |
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|
2014
Q3 | $1.23M | Buy |
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|
2014
Q2 | $939K | Sell |
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|
2014
Q1 | $1.59M | Buy |
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|
2013
Q4 | $1.37M | Buy |
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|
2013
Q3 | $284K | Buy |
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|
2013
Q2 | $201K | Buy |
|