Los Angeles Capital Management’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
Q1 | – | Sell |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $538K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $419K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $439K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.79M | Sell |
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|
2016
Q4 | $10.6M | Sell |
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|
2016
Q3 | $9.9M | Buy |
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|
2016
Q2 | $7.86M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $243K | Buy |
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