Mutual of America Capital 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 |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q4 | $199K | Sell |
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|
2020
Q3 | $117K | Buy |
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|
2020
Q2 | $49K | Buy |
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|
2020
Q1 | $35K | Buy |
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|
2019
Q4 | $42K | Sell |
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|
2019
Q3 | $46K | Buy |
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|
2019
Q2 | $45K | Buy |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | $35K | Buy |
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|
2018
Q3 | $32K | Buy |
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|
2018
Q2 | $5K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $1.15M | Buy |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $1.38M | Buy |
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|
2015
Q4 | $1.59M | Sell |
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|
2015
Q3 | $1.94M | Buy |
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|
2015
Q2 | $2.57M | Buy |
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|
2015
Q1 | $2.64M | Buy |
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|
2014
Q4 | $2.63M | Sell |
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|
2014
Q3 | $2.73M | Buy |
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|
2014
Q2 | $3.3M | Sell |
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|
2014
Q1 | $3.88M | Buy |
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|
2013
Q4 | $3.4M | Buy |
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|
2013
Q3 | $2.65M | Sell |
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|
2013
Q2 | $2.25M | Buy |
|