Itau Unibanco Holding S.A.’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Hold |
0
| – | – | – | 945 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1009 |
|
|
2019
Q3 | – | Sell |
-23,313
| Closed | -$389K | – | 729 |
|
|
2019
Q2 | $389K | Buy |
+23,313
| New | +$389K | 0.02% | 373 |
|
|
2018
Q4 | – | Sell |
-5,917
| Closed | -$125K | – | 703 |
|
|
2018
Q3 | $125K | Buy |
+5,917
| New | +$125K | 0.01% | 419 |
|
|
2017
Q4 | – | Sell |
-1,392
| Closed | -$88K | – | 656 |
|
|
2017
Q3 | $88K | Buy |
1,392
+1,052
| +309% | +$66.5K | 0.01% | 528 |
|
|
2017
Q2 | $6K | Sell |
340
-430
| -56% | -$7.59K | ﹤0.01% | 581 |
|
|
2017
Q1 | $13K | Buy |
+770
| New | +$13K | ﹤0.01% | 515 |
|