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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-231,473
Closed -$5.8M 1782
2021
Q1
$5.8M Buy
231,473
+202,462
+698% +$5.07M 0.18% 150
2020
Q4
$739K Buy
+29,011
New +$739K 0.02% 387