Natixis’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-99,256
| Closed | -$2.53M | – | 1219 |
|
|
2020
Q4 | $2.53M | Buy |
99,256
+32,256
| +48% | +$822K | 0.01% | 641 |
|
|
2020
Q3 | $995K | Hold |
67,000
| – | – | 0.01% | 519 |
|
|
2020
Q2 | $1.04M | Sell |
67,000
-581
| -0.9% | -$9.01K | 0.01% | 516 |
|
|
2020
Q1 | $769K | Hold |
67,581
| – | – | 0.01% | 517 |
|
|
2019
Q4 | $1.13M | Buy |
67,581
+300
| +0.4% | +$5.03K | 0.01% | 640 |
|
|
2019
Q3 | $1.16M | Buy |
+67,281
| New | +$1.16M | 0.01% | 569 |
|
|
2017
Q4 | – | Sell |
-14,003
| Closed | -$281K | – | 1288 |
|
|
2017
Q3 | $281K | Buy |
+14,003
| New | +$281K | ﹤0.01% | 944 |
|