Marshall Wace North America’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
Q1 | – | Sell |
-251,839
| Closed | -$6.41M | – | 1910 |
|
|
2020
Q4 | $6.41M | Buy |
+251,839
| New | +$6.41M | 0.03% | 482 |
|
|
2020
Q3 | – | Sell |
-226,121
| Closed | -$3.51M | – | 1588 |
|
|
2020
Q2 | $3.51M | Buy |
+226,121
| New | +$3.51M | 0.02% | 439 |
|
|
2019
Q2 | – | Sell |
-1,500
| Closed | -$26K | – | 1804 |
|
|
2019
Q1 | $26K | Buy |
+1,500
| New | +$26K | ﹤0.01% | 1351 |
|
|
2013
Q4 | $7.04M | Sell |
108,137
-13,361
| -11% | -$870K | 0.15% | 160 |
|
|
2013
Q3 | $6.26M | Buy |
+121,498
| New | +$6.26M | 0.19% | 141 |
|