LPL Financial’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 |
|
|||||
|
2021
Q1 | $340K | Buy |
|
|||||
|
2020
Q4 | $201K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $325K | Sell |
|
|||||
|
2019
Q2 | $319K | Sell |
|
|||||
|
2019
Q1 | $331K | Sell |
|
|||||
|
2018
Q4 | $373K | Buy |
|
|||||
|
2018
Q3 | $366K | Buy |
|
|||||
|
2018
Q2 | $269K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $441K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $469K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $1.02M | Buy |
|
|||||
|
2013
Q4 | $401K | Sell |
|
|||||
|
2013
Q3 | $363K | Buy |
|