Xact Kapitalforvaltning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $171K | Hold |
15,032
| – | – | ﹤0.01% | 1232 |
|
|
2019
Q4 | $251K | Hold |
15,032
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q3 | $258K | Hold |
15,032
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q2 | $251K | Hold |
15,032
| – | – | 0.01% | 1306 |
|
|
2019
Q1 | $260K | Hold |
15,032
| – | – | 0.01% | 1297 |
|
|
2018
Q4 | $272K | Hold |
15,032
| – | – | 0.01% | 1283 |
|
|
2018
Q3 | $318K | Hold |
15,032
| – | – | 0.01% | 1331 |
|
|
2018
Q2 | $270K | Hold |
15,032
| – | – | 0.01% | 1416 |
|
|
2018
Q1 | $304K | Buy |
15,032
+5,000
| +50% | +$101K | 0.01% | 1233 |
|
|
2017
Q4 | $224K | Buy |
+10,032
| New | +$224K | 0.01% | 1165 |
|