Kovack Advisors’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 | $289K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | $163K | Sell |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $356K | Sell |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $401K | Sell |
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|
2018
Q3 | $507K | Sell |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $540K | Sell |
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|
2017
Q4 | $605K | Sell |
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|
2017
Q3 | $554K | Buy |
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|
2017
Q2 | $505K | Buy |
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|
2017
Q1 | $440K | Buy |
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|
2016
Q4 | $426K | Sell |
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|
2016
Q3 | $462K | Sell |
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|
2016
Q2 | $452K | Buy |
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