Paloma Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $879K | Buy |
|
|||||
|
2020
Q2 | $385K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $799K | Buy |
|
|||||
|
2019
Q3 | $615K | Sell |
|
|||||
|
2019
Q2 | $803K | Buy |
|
|||||
|
2019
Q1 | $407K | Buy |
|
|||||
|
2018
Q4 | $259K | Sell |
|
|||||
|
2018
Q3 | $688K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $8.56M | Buy |
|
|||||
|
2017
Q4 | $572K | Buy |
|
|||||
|
2017
Q3 | $275K | Sell |
|
|||||
|
2017
Q2 | $664K | Sell |
|
|||||
|
2017
Q1 | $681K | Buy |
|
|||||
|
2016
Q4 | $701K | Buy |
|
|||||
|
2016
Q3 | $470K | Sell |
|
|||||
|
2016
Q2 | $1.16M | Buy |
|
|||||
|
2016
Q1 | $557K | Sell |
|
|||||
|
2015
Q4 | $1.31M | Buy |
|
|||||
|
2015
Q3 | $1.04M | Buy |
|
|||||
|
2015
Q2 | $1.14M | Buy |
|
|||||
|
2015
Q1 | $315K | Sell |
|
|||||
|
2014
Q4 | $1.51M | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $996K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $482K | Buy |
|