Prelude Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-46,065
| Closed | -$1.15M | – | 1829 |
|
|
2021
Q1 | $1.15M | Buy |
+46,065
| New | +$1.15M | 0.03% | 324 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1801 |
|
|
2020
Q3 | – | Sell |
-445
| Closed | -$7K | – | 2056 |
|
|
2020
Q2 | $7K | Buy |
+445
| New | +$7K | ﹤0.01% | 1131 |
|
|
2016
Q1 | – | Sell |
-6,770
| Closed | -$194K | – | 1543 |
|
|
2015
Q4 | $194K | Buy |
+6,770
| New | +$194K | 0.03% | 536 |
|
|
2015
Q2 | – | Sell |
-3,100
| Closed | -$154K | – | 2065 |
|
|
2015
Q1 | $154K | Sell |
3,100
-300
| -9% | -$14.9K | 0.02% | 753 |
|
|
2014
Q4 | $169K | Buy |
3,400
+800
| +31% | +$39.8K | 0.02% | 686 |
|
|
2014
Q3 | $134K | Buy |
2,600
+2,175
| +512% | +$112K | 0.02% | 843 |
|
|
2014
Q2 | $27K | Sell |
425
-2,825
| -87% | -$179K | ﹤0.01% | 1506 |
|
|
2014
Q1 | $239K | Buy |
3,250
+175
| +6% | +$12.9K | 0.03% | 585 |
|
|
2013
Q4 | $200K | Buy |
3,075
+2,895
| +1,608% | +$188K | 0.03% | 561 |
|
|
2013
Q3 | $9K | Buy |
+180
| New | +$9K | ﹤0.01% | 1195 |
|