Waddell & Reed Financial’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $103M | Sell |
|
|||||
|
2020
Q3 | $121M | Sell |
|
|||||
|
2020
Q2 | $189M | Sell |
|
|||||
|
2020
Q1 | $98.4M | Sell |
|
|||||
|
2019
Q4 | $120M | Buy |
|
|||||
|
2019
Q3 | $119M | Buy |
|
|||||
|
2019
Q2 | $138M | Buy |
|
|||||
|
2019
Q1 | $133M | Buy |
|
|||||
|
2018
Q4 | $99.1M | Buy |
|
|||||
|
2018
Q3 | $155M | Sell |
|
|||||
|
2018
Q2 | $124M | Sell |
|
|||||
|
2018
Q1 | $102M | Buy |
|
|||||
|
2017
Q4 | $66.9M | Sell |
|
|||||
|
2017
Q3 | $75.1M | Sell |
|
|||||
|
2017
Q2 | $138M | Buy |
|