Rockefeller Capital Management’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 |
-828
| Closed | -$20K | – | 3726 |
|
|
2021
Q1 | $20K | Hold |
828
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q4 | $21K | Hold |
828
| – | – | ﹤0.01% | 2003 |
|
|
2020
Q3 | $12K | Sell |
828
-281
| -25% | -$4.07K | ﹤0.01% | 1974 |
|
|
2020
Q2 | $17K | Buy |
1,109
+281
| +34% | +$4.31K | ﹤0.01% | 1734 |
|
|
2020
Q1 | $9K | Buy |
828
+361
| +77% | +$3.92K | ﹤0.01% | 1787 |
|
|
2019
Q4 | $8K | Hold |
467
| – | – | ﹤0.01% | 1684 |
|
|
2019
Q3 | $8K | Buy |
467
+100
| +27% | +$1.71K | ﹤0.01% | 1508 |
|
|
2019
Q2 | $6K | Buy |
+367
| New | +$6K | ﹤0.01% | 1412 |
|