Parallel 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 | $7K | Sell |
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|
2020
Q4 | $8K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $40K | Buy |
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|
2019
Q1 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Buy |
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