Nisa Investment Advisors’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 | $1.01K | Buy |
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|
2020
Q4 | $917K | Sell |
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|
2020
Q3 | $609K | Buy |
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|
2020
Q2 | $574K | Sell |
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|
2020
Q1 | $444K | Sell |
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|
2019
Q4 | $744K | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $2.17M | Sell |
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|
2018
Q2 | $1.86M | Buy |
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|
2018
Q1 | $1.84M | Sell |
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|
2017
Q4 | $2.14M | Sell |
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|
2017
Q3 | $2M | Buy |
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|
2017
Q2 | $1.67M | Sell |
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|
2017
Q1 | $2.37M | Buy |
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|
2016
Q4 | $2.55M | Buy |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $511K | Sell |
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|
2016
Q1 | $1.12M | Sell |
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|
2015
Q4 | $2.54M | Buy |
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|
2015
Q3 | $2.35M | Buy |
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|
2015
Q2 | $2.26M | Hold |
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|
2015
Q1 | $2.37M | Buy |
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|
2014
Q4 | $2.37M | Sell |
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|
2014
Q3 | $2.94M | Sell |
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|
2014
Q2 | $3.6M | Hold |
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|
2014
Q1 | $4.24M | Sell |
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|
2013
Q4 | $4.07M | Buy |
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|
2013
Q3 | $3.19M | Sell |
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|
2013
Q2 | $2.79M | Buy |
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