CAPTRUST Financial Advisors
WDR

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

CAPTRUST Financial Advisors’s Portfolio WDR Stock Details WDR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
2021
Q1 		$151K Buy
2020
Q4 		$15K Buy
2020
Q3 		$8K Buy
2020
Q2 		$7K Buy
2019
Q2 		– Sell
2019
Q1 		$25K Sell
2018
Q4 		$26K Buy
2018
Q3 		$11K Buy