Quadrant Capital Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-561
| Closed | -$14K | – | 2660 |
|
|
2021
Q1 | $14K | Buy |
561
+127
| +29% | +$3.17K | ﹤0.01% | 1368 |
|
|
2020
Q4 | $11K | Buy |
434
+39
| +10% | +$988 | ﹤0.01% | 1371 |
|
|
2020
Q3 | $6K | Hold |
395
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q2 | $6K | Sell |
395
-48
| -11% | -$729 | ﹤0.01% | 1609 |
|
|
2020
Q1 | $5K | Buy |
443
+432
| +3,927% | +$4.88K | ﹤0.01% | 1677 |
|
|
2019
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2534 |
|
|
2019
Q1 | – | Sell |
-242
| Closed | -$4K | – | 2368 |
|
|
2018
Q4 | $4K | Sell |
242
-424
| -64% | -$7.01K | ﹤0.01% | 1746 |
|
|
2018
Q3 | $14K | Hold |
666
| – | – | ﹤0.01% | 1159 |
|
|
2018
Q2 | $11K | Sell |
666
-606
| -48% | -$10K | ﹤0.01% | 1235 |
|
|
2018
Q1 | $25K | Hold |
1,272
| – | – | 0.01% | 871 |
|
|
2017
Q4 | $28K | Hold |
1,272
| – | – | 0.01% | 807 |
|
|
2017
Q3 | $25K | Hold |
1,272
| – | – | 0.01% | 825 |
|
|
2017
Q2 | $24K | Hold |
1,272
| – | – | 0.01% | 799 |
|
|
2017
Q1 | $21K | Buy |
1,272
+408
| +47% | +$6.74K | 0.01% | 828 |
|
|
2016
Q4 | $16K | Sell |
864
-144
| -14% | -$2.67K | 0.01% | 849 |
|
|
2016
Q3 | $17K | Buy |
1,008
+383
| +61% | +$6.46K | 0.01% | 829 |
|
|
2016
Q2 | $9K | Buy |
+625
| New | +$9K | 0.01% | 1058 |
|