Edge Wealth Management’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
2020 Q3	–	Sell	-500	Closed	-$8K	–	677
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	501
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	462
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	452
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	440
2019 Q2	$8K	Hold	500	–	–	﹤0.01%	449
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	416
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	417
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	427
2018 Q2	$9K	Hold	500	–	–	﹤0.01%	437
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	393
2017 Q4	$11K	Hold	500	–	–	﹤0.01%	375
2017 Q3	$10K	Hold	500	–	–	﹤0.01%	375
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	370
2017 Q1	$9K	Hold	500	–	–	﹤0.01%	369
2016 Q4	$10K	Hold	500	–	–	﹤0.01%	343
2016 Q3	$9K	Hold	500	–	–	﹤0.01%	348
2016 Q2	$9K	Hold	500	–	–	﹤0.01%	329
2016 Q1	$12K	Buy	+500	New	+$12.1K	0.01%	273