SEI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.74M | Sell |
|
|||||
|
2020
Q4 | $2.1M | Sell |
|
|||||
|
2020
Q3 | $1.39M | Buy |
|
|||||
|
2020
Q2 | $811K | Buy |
|
|||||
|
2020
Q1 | $591K | Buy |
|
|||||
|
2019
Q4 | $835K | Sell |
|
|||||
|
2019
Q3 | $1.08M | Sell |
|
|||||
|
2019
Q2 | $1.05M | Sell |
|
|||||
|
2019
Q1 | $1.77M | Buy |
|
|||||
|
2018
Q4 | $717K | Buy |
|
|||||
|
2018
Q3 | $215K | Buy |
|
|||||
|
2018
Q2 | $41K | Sell |
|
|||||
|
2018
Q1 | $66K | Sell |
|
|||||
|
2017
Q4 | $75K | Buy |
|
|||||
|
2017
Q3 | $66K | Buy |
|
|||||
|
2017
Q2 | $32K | Sell |
|
|||||
|
2017
Q1 | $312K | Sell |
|
|||||
|
2016
Q4 | $1.24M | Sell |
|
|||||
|
2016
Q3 | $1.16M | Sell |
|
|||||
|
2016
Q2 | $1.12M | Buy |
|
|||||
|
2016
Q1 | $62K | Buy |
|
|||||
|
2015
Q4 | $24K | Buy |
|
|||||
|
2015
Q3 | $16K | Sell |
|
|||||
|
2015
Q2 | $35K | Buy |
|
|||||
|
2015
Q1 | $22K | Sell |
|
|||||
|
2014
Q4 | $207K | Buy |
|