BRWA
WDR

B. Riley Wealth Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

B. Riley Wealth Advisors’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
-784
Closed -$39 – 2199
2014
Q4 		$39 Buy
+784
New +$39 ﹤0.01% 2226
2014
Q3 		– Sell
-642
Closed -$40.2K – 2075
2014
Q2 		$40.2K Sell
642
-1,928
-75% -$121K 0.01% 1124
2014
Q1 		$189K Buy
+2,570
New +$189K 0.06% 407