RVPG
WDR
Relative Value Partners Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-102,181
| Closed | -$2.56M | – | 207 |
|
|
2021
Q1 | $2.56M | Sell |
102,181
-10,819
| -10% | -$271K | 0.22% | 76 |
|
|
2020
Q4 | $2.88M | Buy |
113,000
+2,989
| +3% | +$76.1K | 0.27% | 66 |
|
|
2020
Q3 | $1.63M | Buy |
110,011
+15,196
| +16% | +$226K | 0.17% | 76 |
|
|
2020
Q2 | $1.47M | Sell |
94,815
-22,470
| -19% | -$349K | 0.15% | 74 |
|
|
2020
Q1 | $1.33M | Buy |
+117,285
| New | +$1.33M | 0.16% | 75 |
|