Riverhead Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $270K | Hold |
|
|||||
|
2019
Q2 | $262K | Hold |
|
|||||
|
2019
Q1 | $272K | Hold |
|
|||||
|
2018
Q4 | $284K | Hold |
|
|||||
|
2018
Q3 | $333K | Buy |
|
|||||
|
2018
Q2 | $227K | Buy |
|
|||||
|
2018
Q1 | $190K | Hold |
|
|||||
|
2017
Q4 | $210K | Buy |
|
|||||
|
2017
Q3 | $157K | Buy |
|
|||||
|
2017
Q2 | $125K | Buy |
|
|||||
|
2017
Q1 | $63K | Buy |
|
|||||
|
2016
Q4 | $66K | Hold |
|
|||||
|
2016
Q3 | $62K | Sell |
|
|||||
|
2016
Q2 | $2.76M | Buy |
|
|||||
|
2016
Q1 | $311K | Sell |
|
|||||
|
2015
Q4 | $430K | Buy |
|
|||||
|
2015
Q3 | $132K | Buy |
|