HGWM
WDR

Harvest Group Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Harvest Group Wealth Management’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-149
Closed -$2K – 1154
2019
Q4 		$2K Buy
+149
New +$2K ﹤0.01% 692
2019
Q3 		– Sell
-127
Closed -$2K – 1173
2019
Q2 		$2K Sell
127
-138
-52% -$2.17K ﹤0.01% 624
2019
Q1 		$5K Buy
+265
New +$5K ﹤0.01% 404