Mackay Shields LLC’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 |
-20,500
| Closed | -$513K | – | 1498 |
|
|
2021
Q1 | $513K | Sell |
20,500
-13,400
| -40% | -$335K | ﹤0.01% | 1204 |
|
|
2020
Q4 | $864K | Buy |
33,900
+7,200
| +27% | +$184K | 0.01% | 1119 |
|
|
2020
Q3 | $397K | Sell |
26,700
-105,200
| -80% | -$1.56M | ﹤0.01% | 1221 |
|
|
2020
Q2 | $2.05M | Buy |
131,900
+101,700
| +337% | +$1.58M | 0.02% | 746 |
|
|
2020
Q1 | $343K | Sell |
30,200
-180,200
| -86% | -$2.05M | ﹤0.01% | 1202 |
|
|
2019
Q4 | $3.52M | Sell |
210,400
-9,400
| -4% | -$157K | 0.02% | 621 |
|
|
2019
Q3 | $3.78M | Buy |
+219,800
| New | +$3.78M | 0.02% | 624 |
|