CT
WDR

Caldwell Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Caldwell Trust’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-545
2020
Q2 		$8.45K Hold
545
2020
Q1 		$6.2K Hold
545
2019
Q4 		$9.11K Buy
+545