HRT Financial’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100,920
| Closed | -$2.53M | – | 3647 |
|
|
2021
Q1 | $2.53M | Buy |
100,920
+65,379
| +184% | +$1.64M | 0.03% | 424 |
|
|
2020
Q4 | $905K | Buy |
+35,541
| New | +$905K | 0.02% | 693 |
|
|
2020
Q3 | – | Sell |
-30,564
| Closed | -$474K | – | 2430 |
|
|
2020
Q2 | $474K | Buy |
+30,564
| New | +$474K | 0.01% | 709 |
|
|
2020
Q1 | – | Sell |
-37,559
| Closed | -$627K | – | 1440 |
|
|
2019
Q4 | $627K | Buy |
37,559
+14,980
| +66% | +$250K | 0.03% | 425 |
|
|
2019
Q3 | $387K | Buy |
+22,579
| New | +$387K | 0.02% | 703 |
|
|
2018
Q2 | – | Sell |
-61,600
| Closed | -$1.24M | – | 377 |
|
|
2018
Q1 | $1.24M | Buy |
+61,600
| New | +$1.24M | 0.6% | 35 |
|