Ingalls & Snyder LLC’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 | $1.23M | Hold |
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|
2020
Q4 | $1.25M | Hold |
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|
2020
Q3 | $728K | Sell |
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|
2020
Q2 | $765K | Hold |
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|
2020
Q1 | $561K | Hold |
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|
2019
Q4 | $825K | Hold |
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|
2019
Q3 | $847K | Hold |
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|
2019
Q2 | $822K | Hold |
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|
2019
Q1 | $853K | Hold |
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|
2018
Q4 | $892K | Hold |
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|
2018
Q3 | $1.04M | Hold |
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|
2018
Q2 | $886K | Hold |
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|
2018
Q1 | $997K | Hold |
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|
2017
Q4 | $1.1M | Hold |
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|
2017
Q3 | $990K | Hold |
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|
2017
Q2 | $931K | Hold |
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|
2017
Q1 | $838K | Hold |
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|
2016
Q4 | $962K | Hold |
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|
2016
Q3 | $896K | Hold |
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|
2016
Q2 | $849K | Hold |
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|
2016
Q1 | $1.16M | Hold |
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|
2015
Q4 | $1.41M | Sell |
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|
2015
Q3 | $1.77M | Sell |
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|
2015
Q2 | $2.44M | Buy |
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|
2015
Q1 | $2.53M | Sell |
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|
2014
Q4 | $2.55M | Buy |
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|
2014
Q3 | $2.55M | Hold |
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|
2014
Q2 | $3.09M | Hold |
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|
2014
Q1 | $3.63M | Hold |
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|
2013
Q4 | $3.21M | Hold |
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|
2013
Q3 | $2.54M | Hold |
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|
2013
Q2 | $2.15M | Buy |
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