Lindbrook Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-305
| Closed | -$8K | – | 2050 |
|
|
2021
Q1 | $8K | Buy |
305
+144
| +89% | +$3.78K | ﹤0.01% | 1126 |
|
|
2020
Q4 | $4K | Hold |
161
| – | – | ﹤0.01% | 1301 |
|
|
2020
Q3 | $2K | Hold |
161
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q2 | $2K | Buy |
+161
| New | +$2K | ﹤0.01% | 1484 |
|
|
2020
Q1 | – | Sell |
-49
| Closed | -$1K | – | 1937 |
|
|
2019
Q4 | $1K | Sell |
49
-71
| -59% | -$1.45K | ﹤0.01% | 1479 |
|
|
2019
Q3 | $2K | Sell |
120
-214
| -64% | -$3.57K | ﹤0.01% | 1317 |
|
|
2019
Q2 | $5K | Sell |
334
-113
| -25% | -$1.69K | ﹤0.01% | 1080 |
|
|
2019
Q1 | $7K | Sell |
447
-90
| -17% | -$1.41K | ﹤0.01% | 1007 |
|
|
2018
Q4 | $9K | Buy |
+537
| New | +$9K | ﹤0.01% | 862 |
|