WAM
WDR
Wolverine Asset Management’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 |
-176,889
| Closed | -$4.43M | – | 2438 |
|
|
2021
Q1 | $4.43M | Buy |
176,889
+101,159
| +134% | +$2.53M | 0.04% | 179 |
|
|
2020
Q4 | $1.93M | Buy |
+75,730
| New | +$1.93M | 0.01% | 320 |
|
|
2017
Q2 | – | Sell |
-100,000
| Closed | -$1.7M | – | 1089 |
|
|
2017
Q1 | $1.7M | Buy |
100,000
+15,000
| +18% | +$255K | 0.03% | 243 |
|
|
2016
Q4 | $1.66M | Buy |
+85,000
| New | +$1.66M | 0.02% | 234 |
|
|
2015
Q1 | – | Sell |
-640
| Closed | -$31K | – | 1446 |
|
|
2014
Q4 | $31K | Buy |
+640
| New | +$31K | ﹤0.01% | 968 |
|