Susquehanna Fundamental Investments’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 |
-119,112
| Closed | -$2.98M | – | 1846 |
|
|
2021
Q1 | $2.98M | Buy |
119,112
+17,243
| +17% | +$432K | 0.05% | 502 |
|
|
2020
Q4 | $2.6M | Buy |
101,869
+65,972
| +184% | +$1.68M | 0.05% | 540 |
|
|
2020
Q3 | $533K | Buy |
+35,897
| New | +$533K | 0.02% | 854 |
|
|
2020
Q1 | – | Sell |
-33,700
| Closed | -$563K | – | 439 |
|
|
2019
Q4 | $563K | Buy |
33,700
+2,200
| +7% | +$36.8K | 0.07% | 227 |
|
|
2019
Q3 | $541K | Buy |
+31,500
| New | +$541K | 0.07% | 246 |
|
|
2019
Q1 | – | Sell |
-104,379
| Closed | -$1.89M | – | 447 |
|
|
2018
Q4 | $1.89M | Sell |
104,379
-4,209
| -4% | -$76.1K | 0.33% | 102 |
|
|
2018
Q3 | $2.3M | Buy |
108,588
+54,783
| +102% | +$1.16M | 0.39% | 87 |
|
|
2018
Q2 | $967K | Buy |
+53,805
| New | +$967K | 0.14% | 198 |
|