Winton Group’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 | $1.33M | Sell |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $3.09M | Sell |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $4.17M | Sell |
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|
2019
Q4 | $7.73M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $445K | Sell |
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|
2014
Q3 | $2.16M | Sell |
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|
2014
Q2 | $3.24M | Buy |
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