Advantage Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-4,380
Closed -$88K 1107
2017
Q3
$88K Buy
4,380
+1,476
+51% +$29.7K 0.03% 281
2017
Q2
$55K Buy
2,904
+990
+52% +$18.8K 0.02% 345
2017
Q1
$33K Buy
+1,914
New +$33K 0.01% 451