Inspire Investing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-19,926
| Closed | -$296K | – | 699 |
|
|
2020
Q3 | $296K | Buy |
19,926
+3,682
| +23% | +$54.7K | 0.08% | 244 |
|
|
2020
Q2 | $252K | Sell |
16,244
-4,351
| -21% | -$67.5K | 0.09% | 284 |
|
|
2020
Q1 | $234K | Buy |
20,595
+10,074
| +96% | +$114K | 0.09% | 316 |
|
|
2019
Q4 | $176K | Sell |
10,521
-413
| -4% | -$6.91K | 0.06% | 317 |
|
|
2019
Q3 | $188K | Buy |
+10,934
| New | +$188K | 0.07% | 306 |
|
|
2018
Q1 | – | Sell |
-2,618
| Closed | -$58K | – | 819 |
|
|
2017
Q4 | $58K | Buy |
+2,618
| New | +$58K | 0.05% | 436 |
|