WG
WDR
Winton Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-53,215
| Closed | -$1.33M | – | 1560 |
|
|
2021
Q1 | $1.33M | Sell |
53,215
-18,055
| -25% | -$452K | 0.08% | 312 |
|
|
2020
Q4 | $1.82M | Sell |
71,270
-136,806
| -66% | -$3.48M | 0.13% | 144 |
|
|
2020
Q3 | $3.09M | Sell |
208,076
-29,777
| -13% | -$442K | 0.1% | 316 |
|
|
2020
Q2 | $3.69M | Sell |
237,853
-128,858
| -35% | -$2M | 0.1% | 352 |
|
|
2020
Q1 | $4.17M | Sell |
366,711
-95,608
| -21% | -$1.09M | 0.11% | 321 |
|
|
2019
Q4 | $7.73M | Buy |
+462,319
| New | +$7.73M | 0.11% | 318 |
|
|
2019
Q3 | – | Sell |
-17,545
| Closed | -$292K | – | 1732 |
|
|
2019
Q2 | $292K | Buy |
+17,545
| New | +$292K | 0.01% | 905 |
|
|
2015
Q1 | – | Sell |
-8,925
| Closed | -$445K | – | 570 |
|
|
2014
Q4 | $445K | Sell |
8,925
-32,924
| -79% | -$1.64M | 0.01% | 553 |
|
|
2014
Q3 | $2.16M | Sell |
41,849
-9,924
| -19% | -$513K | 0.02% | 447 |
|
|
2014
Q2 | $3.24M | Buy |
+51,773
| New | +$3.24M | 0.02% | 402 |
|