Massachusetts Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,332
| Closed | -$280K | – | 853 |
|
|
2019
Q3 | $280K | Buy |
16,332
+1,822
| +13% | +$31.2K | ﹤0.01% | 815 |
|
|
2019
Q2 | $242K | Buy |
+14,510
| New | +$242K | ﹤0.01% | 833 |
|
|
2015
Q3 | – | Sell |
-144,843
| Closed | -$6.85M | – | 910 |
|
|
2015
Q2 | $6.85M | Buy |
144,843
+10,143
| +8% | +$480K | ﹤0.01% | 639 |
|
|
2015
Q1 | $6.67M | Buy |
134,700
+18,384
| +16% | +$911K | ﹤0.01% | 647 |
|
|
2014
Q4 | $5.79M | Buy |
+116,316
| New | +$5.79M | ﹤0.01% | 653 |
|