Creative Planning’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-34,317	Closed	-$874K	–	2782
2020 Q4	$874K	Sell	34,317 -9,238	-21%	-$178K	﹤0.01%	1021
2020 Q3	$647K	Buy	43,555 +7,600	+21%	+$116K	﹤0.01%	997
2020 Q2	$558K	Hold	35,955	–	–	﹤0.01%	976
2020 Q1	$409K	Sell	35,955 -264	-0.7%	-$3.94K	﹤0.01%	1049
2019 Q4	$606K	Sell	36,219 -938	-3%	-$15.3K	﹤0.01%	1009
2019 Q3	$638K	Buy	+37,157	New	+$623K	﹤0.01%	946
2017 Q3	–	Sell	-3,268	Closed	-$62K	–	4125
2017 Q2	$62K	Sell	3,268 -10,823	-77%	-$190K	﹤0.01%	2346
2017 Q1	$240K	Buy	14,091 +10,073	+251%	+$184K	﹤0.01%	1384
2016 Q4	$78K	Sell	4,018 -34	-0.8%	-$632	﹤0.01%	2039
2016 Q3	$74K	Buy	4,052 +362	+10%	+$6.6K	﹤0.01%	2066
2016 Q2	$64K	Buy	3,690 +61	+2%	+$1.25K	﹤0.01%	1972
2016 Q1	$85K	Buy	3,629 +52	+1%	+$1.26K	﹤0.01%	1729
2015 Q4	$103K	Sell	3,577 -172	-5%	-$5.91K	﹤0.01%	1617
2015 Q3	$130K	Buy	+3,749	New	+$155K	﹤0.01%	1433
2015 Q2	–	Sell	-3,631	Closed	-$180K	–	3395
2015 Q1	$180K	Buy	3,631 +233	+7%	+$11.1K	﹤0.01%	1247
2014 Q4	$169K	Buy	3,398 +100	+3%	+$4.77K	﹤0.01%	1246
2014 Q3	$170K	Buy	3,298 +2,436	+283%	+$136K	﹤0.01%	1153
2014 Q2	$54K	Sell	862 -200	-19%	-$12.9K	﹤0.01%	1835
2014 Q1	$78K	Sell	1,062 -337	-24%	-$23.2K	﹤0.01%	1543
2013 Q4	$91K	Sell	1,399 -947	-40%	-$57.9K	﹤0.01%	1245
2013 Q3	$121K	Hold	2,346	–	–	﹤0.01%	1004
2013 Q2	$102K	Buy	+2,346	New	+$103K	﹤0.01%	981