Private Capital Group’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 |
-667
| Closed | -$17K | – | 2204 |
|
|
2021
Q1 | $17K | Sell |
667
-386
| -37% | -$9.84K | ﹤0.01% | 1140 |
|
|
2020
Q4 | $27K | Sell |
1,053
-4
| -0.4% | -$103 | 0.01% | 1062 |
|
|
2020
Q3 | $16K | Buy |
1,057
+162
| +18% | +$2.45K | ﹤0.01% | 1181 |
|
|
2020
Q2 | $14K | Sell |
895
-152
| -15% | -$2.38K | ﹤0.01% | 1235 |
|
|
2020
Q1 | $12K | Buy |
1,047
+294
| +39% | +$3.37K | ﹤0.01% | 1223 |
|
|
2019
Q4 | $12K | Buy |
753
+141
| +23% | +$2.25K | ﹤0.01% | 1285 |
|
|
2019
Q3 | $11K | Buy |
612
+143
| +30% | +$2.57K | ﹤0.01% | 1443 |
|
|
2019
Q2 | $8K | Sell |
469
-158
| -25% | -$2.7K | ﹤0.01% | 1495 |
|
|
2019
Q1 | $11K | Buy |
627
+17
| +3% | +$298 | ﹤0.01% | 1453 |
|
|
2018
Q4 | $11K | Buy |
610
+141
| +30% | +$2.54K | ﹤0.01% | 1363 |
|
|
2018
Q3 | $9K | Hold |
469
| – | – | ﹤0.01% | 1515 |
|
|
2018
Q2 | $8K | Buy |
+469
| New | +$8K | ﹤0.01% | 1513 |
|
|
2018
Q1 | – | Sell |
-67
| Closed | -$1 | – | 2222 |
|
|
2017
Q4 | $1 | Buy |
+67
| New | +$1 | ﹤0.01% | 2007 |
|