Parkside Financial Bank & Trust’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 |
-245
| Closed | -$6K | – | 1857 |
|
|
2021
Q1 | $6K | Hold |
245
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q4 | $6K | Buy |
245
+94
| +62% | +$2.3K | ﹤0.01% | 1078 |
|
|
2020
Q3 | $2K | Hold |
151
| – | – | ﹤0.01% | 1252 |
|
|
2020
Q2 | $2K | Buy |
+151
| New | +$2K | ﹤0.01% | 1251 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$1K | – | 1739 |
|
|
2019
Q4 | $1K | Sell |
78
-22
| -22% | -$282 | ﹤0.01% | 1546 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q2 | $2K | Buy |
100
+26
| +35% | +$520 | ﹤0.01% | 1265 |
|
|
2019
Q1 | $1K | Sell |
74
-7
| -9% | -$95 | ﹤0.01% | 1495 |
|
|
2018
Q4 | $1K | Hold |
81
| – | – | ﹤0.01% | 1398 |
|
|
2018
Q3 | $2K | Buy |
81
+25
| +45% | +$617 | ﹤0.01% | 1161 |
|
|
2018
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 1460 |
|
|
2018
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1371 |
|
|
2017
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1291 |
|
|
2017
Q3 | $1K | Buy |
56
+14
| +33% | +$250 | ﹤0.01% | 1296 |
|
|
2017
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1326 |
|