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 |
-276
| Closed | -$7K | – | 3176 |
|
|
2021
Q1 | $7K | Sell |
276
-56
| -17% | -$1.41K | ﹤0.01% | 2096 |
|
|
2020
Q4 | $8K | Buy |
332
+56
| +20% | +$1.08K | ﹤0.01% | 1907 |
|
|
2020
Q3 | $4K | Hold |
276
| – | – | ﹤0.01% | 2155 |
|
|
2020
Q2 | $4K | Buy |
+276
| New | +$3.79K | ﹤0.01% | 2057 |
|
|
2020
Q1 | – | Sell |
-213
| Closed | -$4K | – | 2767 |
|
|
2019
Q4 | $4K | Sell |
213
-227
| -52% | -$3.7K | ﹤0.01% | 2076 |
|
|
2019
Q3 | $8K | Sell |
440
-1,931
| -81% | -$32.4K | ﹤0.01% | 1782 |
|
|
2019
Q2 | $40K | Buy |
2,371
+2,273
| +2,319% | +$39.6K | ﹤0.01% | 992 |
|
|
2019
Q1 | $2K | Buy |
+98
| New | +$1.73K | ﹤0.01% | 2137 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$3K | – | 2256 |
|
|
2017
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1720 |
|
|
2016
Q4 | $3K | Buy |
+150
| New | +$2.79K | ﹤0.01% | 1570 |
|