MetLife Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20,057
| Closed | -$502K | – | 2523 |
|
|
2021
Q1 | $502K | Sell |
20,057
-8,753
| -30% | -$219K | ﹤0.01% | 1519 |
|
|
2020
Q4 | $734K | Hold |
28,810
| – | – | 0.01% | 1269 |
|
|
2020
Q3 | $428K | Hold |
28,810
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q2 | $447K | Hold |
28,810
| – | – | 0.01% | 1445 |
|
|
2020
Q1 | $328K | Sell |
28,810
-4,844
| -14% | -$55.1K | ﹤0.01% | 1445 |
|
|
2019
Q4 | $563K | Hold |
33,654
| – | – | 0.01% | 1398 |
|
|
2019
Q3 | $578K | Hold |
33,654
| – | – | 0.01% | 1340 |
|
|
2019
Q2 | $561K | Hold |
33,654
| – | – | 0.01% | 1413 |
|
|
2019
Q1 | $582K | Hold |
33,654
| – | – | 0.01% | 1362 |
|
|
2018
Q4 | $608K | Hold |
33,654
| – | – | 0.01% | 1246 |
|
|
2018
Q3 | $713K | Sell |
33,654
-5,339
| -14% | -$113K | 0.01% | 1313 |
|
|
2018
Q2 | $701K | Hold |
38,993
| – | – | 0.01% | 1201 |
|
|
2018
Q1 | $788K | Hold |
38,993
| – | – | 0.01% | 1120 |
|
|
2017
Q4 | $871K | Buy |
+38,993
| New | +$871K | 0.01% | 1089 |
|