Contravisory Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-6,855
Closed -$123K 376
2018
Q2
$123K Sell
6,855
-342
-5% -$6.14K 0.04% 186
2018
Q1
$145K Hold
7,197
0.05% 169
2017
Q4
$161K Buy
+7,197
New +$161K 0.06% 166