Prelude Capital Management’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 |
-46,065
| Closed | -$1.15M | – | 2160 |
|
|
2021
Q1 | $1.15M | Buy |
+46,065
| New | +$1.16M | 0.03% | 543 |
|
|
2020
Q3 | – | Sell |
-445
| Closed | -$7K | – | 2578 |
|
|
2020
Q2 | $7K | Buy |
+445
| New | +$6.1K | ﹤0.01% | 1663 |
|
|
2016
Q1 | – | Sell |
-6,770
| Closed | -$194K | – | 1621 |
|
|
2015
Q4 | $194K | Buy |
+6,770
| New | +$233K | 0.03% | 583 |
|
|
2015
Q2 | – | Sell |
-3,100
| Closed | -$154K | – | 2165 |
|
|
2015
Q1 | $154K | Sell |
3,100
-300
| -9% | -$14.3K | 0.02% | 784 |
|
|
2014
Q4 | $169K | Buy |
3,400
+800
| +31% | +$38.2K | 0.02% | 738 |
|
|
2014
Q3 | $134K | Buy |
2,600
+2,175
| +512% | +$121K | 0.02% | 921 |
|
|
2014
Q2 | $27K | Sell |
425
-2,825
| -87% | -$183K | ﹤0.01% | 1664 |
|
|
2014
Q1 | $239K | Buy |
3,250
+175
| +6% | +$12K | 0.03% | 667 |
|
|
2013
Q4 | $200K | Buy |
3,075
+2,895
| +1,608% | +$177K | 0.03% | 621 |
|
|
2013
Q3 | $9K | Buy |
+180
| New | +$8.96K | ﹤0.01% | 1320 |
|