QS Investors’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 | $1.52M | Sell |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $13K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $153K | Buy |
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|
2016
Q1 | $39K | Sell |
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|
2015
Q4 | $90K | Buy |
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|
2015
Q3 | $96K | Hold |
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|
2015
Q2 | $130K | Hold |
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|
2015
Q1 | $136K | Hold |
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|
2014
Q4 | $138K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $24.6M | Buy |
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|
2013
Q4 | $1.66M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3.43M | Buy |
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