HSBC Holdings’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 | $1.77M | Sell |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $342K | Buy |
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|
2019
Q4 | $357K | Buy |
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|
2019
Q3 | $311K | Buy |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $271K | Buy |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $239K | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $485K | Sell |
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|
2017
Q4 | $675K | Buy |
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|
2017
Q3 | $214K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $430K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $253K | Buy |
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|
2015
Q4 | $303K | Buy |
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|
2015
Q3 | $267K | Buy |
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|
2015
Q2 | $356K | Sell |
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|
2015
Q1 | $395K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.21M | Buy |
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|
2014
Q1 | $828K | Buy |
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|
2013
Q4 | $653K | Sell |
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|
2013
Q3 | $535K | Buy |
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|
2013
Q2 | $245K | Buy |
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