Bellwether Investment Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,352
Closed -$23K 690
2017
Q1
$23K Buy
1,352
+33
+3% +$561 0.06% 273
2016
Q4
$26K Buy
+1,319
New +$26K 0.02% 380
2016
Q2
$115K Buy
+6,700
New +$115K 0.13% 160