WBI Investments’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 | $512K | Buy |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $450K | Sell |
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|
2019
Q3 | $655K | Sell |
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|
2019
Q2 | $844K | Sell |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9.42M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $13.6M | Buy |
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|
2015
Q1 | $13M | Sell |
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|
2014
Q4 | $20.4M | Buy |
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|
2014
Q3 | $18.2M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $4.6M | Buy |
|