LPL Financial’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 |
-13,570
| Closed | -$340K | – | 4330 |
|
|
2021
Q1 | $340K | Buy |
13,570
+5,685
| +72% | +$142K | ﹤0.01% | 3366 |
|
|
2020
Q4 | $201K | Buy |
+7,885
| New | +$201K | ﹤0.01% | 3510 |
|
|
2019
Q4 | – | Sell |
-18,913
| Closed | -$325K | – | 3434 |
|
|
2019
Q3 | $325K | Sell |
18,913
-197
| -1% | -$3.39K | ﹤0.01% | 2607 |
|
|
2019
Q2 | $319K | Sell |
19,110
-54
| -0.3% | -$901 | ﹤0.01% | 2637 |
|
|
2019
Q1 | $331K | Sell |
19,164
-1,469
| -7% | -$25.4K | ﹤0.01% | 2540 |
|
|
2018
Q4 | $373K | Buy |
20,633
+3,341
| +19% | +$60.4K | ﹤0.01% | 2276 |
|
|
2018
Q3 | $366K | Buy |
17,292
+2,343
| +16% | +$49.6K | ﹤0.01% | 2491 |
|
|
2018
Q2 | $269K | Buy |
+14,949
| New | +$269K | ﹤0.01% | 2734 |
|
|
2016
Q2 | – | Sell |
-19,614
| Closed | -$441K | – | 3078 |
|
|
2016
Q1 | $441K | Buy |
+19,614
| New | +$441K | ﹤0.01% | 2243 |
|
|
2015
Q1 | – | Sell |
-9,415
| Closed | -$469K | – | 2873 |
|
|
2014
Q4 | $469K | Buy |
+9,415
| New | +$469K | ﹤0.01% | 1813 |
|
|
2014
Q2 | – | Sell |
-13,889
| Closed | -$1.02M | – | 2772 |
|
|
2014
Q1 | $1.02M | Buy |
13,889
+7,732
| +126% | +$570K | 0.01% | 1252 |
|
|
2013
Q4 | $401K | Sell |
6,157
-389
| -6% | -$25.3K | ﹤0.01% | 1894 |
|
|
2013
Q3 | $363K | Buy |
+6,546
| New | +$363K | ﹤0.01% | 1872 |
|