Ingalls & Snyder LLC’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-49,000	Closed	-$1.23M	–	450
2021 Q1	$1.23M	Hold	49,000	–	–	0.06%	206
2020 Q4	$1.25M	Hold	49,000	–	–	0.06%	193
2020 Q3	$728K	Sell	49,000 -323	-0.7%	-$4.8K	0.05%	204
2020 Q2	$765K	Hold	49,323	–	–	0.04%	211
2020 Q1	$561K	Hold	49,323	–	–	0.04%	245
2019 Q4	$825K	Hold	49,323	–	–	0.04%	210
2019 Q3	$847K	Hold	49,323	–	–	0.04%	230
2019 Q2	$822K	Hold	49,323	–	–	0.04%	238
2019 Q1	$853K	Hold	49,323	–	–	0.04%	232
2018 Q4	$892K	Hold	49,323	–	–	0.05%	216
2018 Q3	$1.05M	Hold	49,323	–	–	0.04%	225
2018 Q2	$886K	Hold	49,323	–	–	0.04%	215
2018 Q1	$997K	Hold	49,323	–	–	0.05%	202
2017 Q4	$1.1M	Hold	49,323	–	–	0.05%	200
2017 Q3	$990K	Hold	49,323	–	–	0.05%	188
2017 Q2	$931K	Hold	49,323	–	–	0.05%	187
2017 Q1	$838K	Hold	49,323	–	–	0.04%	212
2016 Q4	$962K	Hold	49,323	–	–	0.05%	195
2016 Q3	$896K	Hold	49,323	–	–	0.05%	197
2016 Q2	$849K	Hold	49,323	–	–	0.05%	203
2016 Q1	$1.16M	Hold	49,323	–	–	0.07%	159
2015 Q4	$1.41M	Sell	49,323 -1,738	-3%	-$49.8K	0.09%	139
2015 Q3	$1.78M	Sell	51,061 -479	-0.9%	-$16.7K	0.12%	122
2015 Q2	$2.44M	Buy	51,540 +521	+1%	+$24.6K	0.13%	110
2015 Q1	$2.53M	Sell	51,019 -206	-0.4%	-$10.2K	0.14%	107
2014 Q4	$2.55M	Buy	51,225 +1,902	+4%	+$94.8K	0.15%	107
2014 Q3	$2.55M	Hold	49,323	–	–	0.14%	110
2014 Q2	$3.09M	Hold	49,323	–	–	0.15%	102
2014 Q1	$3.63M	Hold	49,323	–	–	0.19%	89
2013 Q4	$3.21M	Hold	49,323	–	–	0.18%	91
2013 Q3	$2.54M	Hold	49,323	–	–	0.15%	105
2013 Q2	$2.15M	Buy	+49,323	New	+$2.15M	0.14%	115