Advisory Services Network’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-49	Closed	-$1K	–	3915
2020 Q3	$1K	Buy	+49	New	+$747	﹤0.01%	3510
2019 Q4	–	Sell	-271	Closed	-$5K	–	3333
2019 Q3	$5K	Hold	271	–	–	﹤0.01%	2440
2019 Q2	$5K	Hold	271	–	–	﹤0.01%	2438
2019 Q1	$5K	Hold	271	–	–	﹤0.01%	2138
2018 Q4	$5K	Hold	271	–	–	﹤0.01%	2068
2018 Q3	$6K	Hold	271	–	–	﹤0.01%	2031
2018 Q2	$5K	Hold	271	–	–	﹤0.01%	2060
2018 Q1	$5K	Hold	271	–	–	﹤0.01%	2160
2017 Q4	$6K	Hold	271	–	–	﹤0.01%	2076
2017 Q3	$5K	Hold	271	–	–	﹤0.01%	1926
2017 Q2	$5K	Hold	271	–	–	﹤0.01%	1853
2017 Q1	$5K	Buy	+271	New	+$4.96K	﹤0.01%	1749
2016 Q3	$5K	Hold	271	–	–	﹤0.01%	1558
2016 Q2	$5K	Sell	271 -90	-25%	-$1.84K	﹤0.01%	1433
2016 Q1	$8K	Sell	361 -68	-16%	-$1.65K	﹤0.01%	1143
2015 Q4	$12K	Hold	429	–	–	﹤0.01%	908
2015 Q3	$15K	Buy	429 +68	+19%	+$2.81K	﹤0.01%	824
2015 Q2	$17K	Hold	361	–	–	0.01%	774
2015 Q1	$18K	Sell	361 -79	-18%	-$3.78K	0.01%	722
2014 Q4	$18K	Buy	+440	New	+$21K	0.01%	617
2014 Q1	–	Sell	-351	Closed	-$23K	–	890
2013 Q4	$23K	Buy	+351	New	+$21.5K	0.01%	452