Maltese Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-167,800
| Closed | -$2.49M | – | 173 |
|
|
2020
Q3 | $2.49M | Buy |
+167,800
| New | +$2.49M | 0.42% | 82 |
|
|
2020
Q2 | – | Sell |
-291,000
| Closed | -$3.31M | – | 195 |
|
|
2020
Q1 | $3.31M | Buy |
+291,000
| New | +$3.31M | 0.47% | 74 |
|
|
2015
Q1 | – | Sell |
-15,000
| Closed | -$747K | – | 221 |
|
|
2014
Q4 | $747K | Buy |
+15,000
| New | +$747K | 0.09% | 178 |
|