William Blair & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,250
| Closed | -$259K | – | 1803 |
|
|
2018
Q3 | $259K | Sell |
12,250
-10,500
| -46% | -$222K | ﹤0.01% | 1202 |
|
|
2018
Q2 | $409K | Sell |
22,750
-500
| -2% | -$8.99K | ﹤0.01% | 1017 |
|
|
2018
Q1 | $470K | Sell |
23,250
-6,500
| -22% | -$131K | ﹤0.01% | 940 |
|
|
2017
Q4 | $665K | Buy |
29,750
+525
| +2% | +$11.7K | ﹤0.01% | 869 |
|
|
2017
Q3 | $587K | Buy |
+29,225
| New | +$587K | ﹤0.01% | 883 |
|
|
2013
Q4 | – | Sell |
-17,110
| Closed | -$880K | – | 2042 |
|
|
2013
Q3 | $880K | Hold |
17,110
| – | – | ﹤0.01% | 1369 |
|
|
2013
Q2 | $743K | Buy |
+17,110
| New | +$743K | ﹤0.01% | 1380 |
|