Truist Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-26,359
| Closed | -$392K | – | 2628 |
|
|
2020
Q3 | $392K | Sell |
26,359
-3,354
| -11% | -$49.9K | ﹤0.01% | 1829 |
|
|
2020
Q2 | $461K | Buy |
+29,713
| New | +$461K | ﹤0.01% | 1652 |
|
|
2016
Q4 | – | Sell |
-59,447
| Closed | -$1.08M | – | 868 |
|
|
2016
Q3 | $1.08M | Buy |
59,447
+1,402
| +2% | +$25.5K | 0.02% | 457 |
|
|
2016
Q2 | $999K | Buy |
+58,045
| New | +$999K | 0.02% | 473 |
|