Van Berkom & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $24.9M | Sell |
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|
2020
Q1 | $19.3M | Sell |
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|
2019
Q4 | $37.9M | Sell |
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|
2019
Q3 | $44.6K | Sell |
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|
2019
Q2 | $43.2M | Sell |
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|
2019
Q1 | $45.1M | Sell |
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|
2018
Q4 | $47.7M | Sell |
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|
2018
Q3 | $57.9M | Buy |
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|
2018
Q2 | $44M | Buy |
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|
2018
Q1 | $49.1M | Buy |
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|
2017
Q4 | $52.3M | Sell |
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|
2017
Q3 | $47.5M | Sell |
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|
2017
Q2 | $44.8M | Buy |
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|
2017
Q1 | $34.6M | Buy |
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|
2016
Q4 | $31.1M | Buy |
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