Osaic Holdings’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 |
-13,159
| Closed | -$330K | – | 7202 |
|
|
2021
Q1 | $330K | Buy |
13,159
+93
| +0.7% | +$2.33K | ﹤0.01% | 3291 |
|
|
2020
Q4 | $333K | Sell |
13,066
-618
| -5% | -$15.8K | ﹤0.01% | 3026 |
|
|
2020
Q3 | $202K | Buy |
13,684
+4,492
| +49% | +$66.3K | ﹤0.01% | 3250 |
|
|
2020
Q2 | $142K | Sell |
9,192
-691
| -7% | -$10.7K | ﹤0.01% | 3415 |
|
|
2020
Q1 | $113K | Buy |
+9,883
| New | +$113K | ﹤0.01% | 3367 |
|