Tower Research Capital (TRC)’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 |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $929K | Buy |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $30K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | $0 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Sell |
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|
2017
Q3 | $119K | Buy |
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|
2017
Q2 | $1K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $125K | Buy |
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|
2016
Q3 | $22K | Sell |
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|
2016
Q2 | $216K | Buy |
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|
2016
Q1 | $21K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $36K | Sell |
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|
2015
Q2 | $61K | Buy |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $5K | Sell |
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|
2014
Q3 | $71K | Sell |
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|
2014
Q2 | $643K | Buy |
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|
2014
Q1 | $24K | Sell |
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|
2013
Q4 | $220K | Sell |
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|
2013
Q3 | $352K | Buy |
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|
2013
Q2 | $68K | Buy |
|