AWM
WDR

Avior Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Avior Wealth Management’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-64
Closed -$3K – 397
2014
Q4 		$3K Hold
64
– – ﹤0.01% 294
2014
Q3 		$3K Hold
64
– – ﹤0.01% 292
2014
Q2 		$4K Hold
64
– – ﹤0.01% 287
2014
Q1 		$5K Buy
+64
New +$5K ﹤0.01% 269