Meritage Portfolio Management’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 |
-10,900
| Closed | -$273K | – | 326 |
|
|
2021
Q1 | $273K | Buy |
+10,900
| New | +$274K | 0.02% | 246 |
|
|
2016
Q1 | – | Sell |
-104,880
| Closed | -$3.01M | – | 201 |
|
|
2015
Q4 | $3.01M | Buy |
104,880
+19,300
| +23% | +$663K | 0.34% | 146 |
|
|
2015
Q3 | $2.98M | Buy |
85,580
+15,145
| +22% | +$626K | 0.34% | 145 |
|
|
2015
Q2 | $3.33M | Sell |
70,435
-370
| -0.5% | -$18K | 0.35% | 154 |
|
|
2015
Q1 | $3.51M | Buy |
+70,805
| New | +$3.39M | 0.35% | 159 |
|