BCA
WDR

Berman Capital Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Berman Capital Advisors’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
2021
Q1 		$5K Sell
2020
Q4 		$5K Buy
2020
Q3 		$3K Buy
2020
Q2 		$3K Hold
2020
Q1 		$2K Buy