Seven Eight Capital’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 |
-24,000
| Closed | -$611K | – | 756 |
|
|
2021
Q1 | $611K | Hold |
24,000
| – | – | 0.14% | 236 |
|
|
2020
Q4 | $611K | Buy |
+24,000
| New | +$611K | 0.14% | 239 |
|
|
2016
Q3 | – | Sell |
-11,200
| Closed | -$193K | – | 602 |
|
|
2016
Q2 | $193K | Buy |
+11,200
| New | +$193K | 0.07% | 327 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$86K | – | 717 |
|
|
2015
Q4 | $86K | Buy |
+3,000
| New | +$86K | 0.06% | 374 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$5.17K | – | 700 |
|
|
2014
Q3 | $5.17K | Buy |
+100
| New | +$5.17K | ﹤0.01% | 482 |
|
|
2014
Q1 | – | Sell |
-900
| Closed | -$59K | – | 548 |
|
|
2013
Q4 | $59K | Buy |
+900
| New | +$59K | 0.07% | 380 |
|