Natixis Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,046
| Closed | -$276K | – | 1352 |
|
|
2021
Q1 | $276K | Buy |
+11,046
| New | +$276K | ﹤0.01% | 1236 |
|
|
2013
Q4 | – | Sell |
-45,255
| Closed | -$2.33M | – | 1187 |
|
|
2013
Q3 | $2.33M | Sell |
45,255
-345
| -0.8% | -$17.8K | 0.04% | 545 |
|
|
2013
Q2 | $1.98M | Buy |
+45,600
| New | +$1.98M | 0.04% | 560 |
|