Salem Investment Counselors’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 |
-174
| Closed | -$4K | – | 987 |
|
|
2021
Q1 | $4K | Hold |
174
| – | – | ﹤0.01% | 777 |
|
|
2020
Q4 | $4K | Hold |
174
| – | – | ﹤0.01% | 727 |
|
|
2020
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 645 |
|
|
2020
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 641 |
|
|
2020
Q1 | $2K | Hold |
174
| – | – | ﹤0.01% | 639 |
|
|
2019
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 648 |
|
|
2019
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $3K | Buy |
+174
| New | +$3K | ﹤0.01% | 628 |
|
|
2018
Q3 | – | Sell |
-174
| Closed | -$3K | – | 547 |
|
|
2018
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 489 |
|
|
2018
Q1 | $3K | Hold |
174
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $4K | Hold |
174
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $3K | Hold |
174
| – | – | ﹤0.01% | 518 |
|
|
2017
Q2 | $3K | Buy |
+174
| New | +$3K | ﹤0.01% | 560 |
|
|
2017
Q1 | – | Sell |
-174
| Closed | -$3K | – | 713 |
|
|
2016
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 603 |
|
|
2016
Q3 | $32 | Buy |
+174
| New | +$32 | ﹤0.01% | 466 |
|