Cutler Group’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	-2,278	Closed	-$58K	–	6625
2020 Q4	$58K	Buy	2,278 +592	+35%	+$11.4K	﹤0.01%	1900
2020 Q3	$25K	Buy	+1,686	New	+$25.7K	﹤0.01%	2298
2020 Q2	–	Sell	-6,199	Closed	-$85K	–	5140
2020 Q1	$70K	Buy	+6,199	New	+$92.4K	﹤0.01%	1544
2019 Q4	–	Sell	-2,842	Closed	-$48K	–	4899
2019 Q3	$48K	Buy	+2,842	New	+$47.6K	﹤0.01%	1572
2019 Q2	–	Sell	-600	Closed	-$10K	–	5028
2019 Q1	$10K	Buy	600 +500	+500%	+$8.81K	﹤0.01%	2525
2018 Q4	$1K	Buy	+100	New	+$1.95K	﹤0.01%	3798
2018 Q3	–	Sell	-100	Closed	-$2.01K	–	4961
2018 Q2	$1K	Sell	100 -3,600	-97%	-$70K	﹤0.01%	4048
2018 Q1	$74K	Buy	3,700 +2,200	+147%	+$46.5K	0.01%	1400
2017 Q4	$33K	Buy	1,500 +1,061	+242%	+$21.6K	﹤0.01%	2188
2017 Q3	$8K	Sell	439 -6,113	-93%	-$118K	﹤0.01%	4045
2017 Q2	$123K	Sell	6,552 -11,470	-64%	-$201K	﹤0.01%	1694
2017 Q1	$306K	Buy	18,022 +6,444	+56%	+$118K	0.01%	898
2016 Q4	$225K	Sell	11,578 -2,757	-19%	-$51.3K	0.01%	1214
2016 Q3	$260K	Buy	14,335 +6,104	+74%	+$111K	0.01%	1017
2016 Q2	$141K	Buy	+8,231	New	+$168K	0.01%	1390