This position rebalancing was a bit special. Actually, I held Waddell & Reed Financial (WDR) in this slice of the portfolio. However, I did not have to sell the stock. Instead it was liquidated with a 69.7% pre-tax gain because WDR was acquired by Macquarie Asset Management end of April.
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Rebalancing June 16, 2021: Buying Goodbaby…
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This position rebalancing was a bit special. Actually, I held Waddell & Reed Financial (WDR) in this slice of the portfolio. However, I did not have to sell the stock. Instead it was liquidated with a 69.7% pre-tax gain because WDR was acquired by Macquarie Asset Management end of April.