Private Capital Group’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 | $17K | Sell |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $16K | Buy |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $12K | Buy |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | $8K | Sell |
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|
2019
Q1 | $11K | Buy |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1 | Buy |
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