LPWM
WDR

Lake Point Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Lake Point Wealth Management’s Portfolio WDR Stock Details WDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$0 Sell
30
-250
-89% – ﹤0.01% 489
2019
Q4 		$5K Buy
+280
New +$5K ﹤0.01% 383
2019
Q2 		$5K Hold
280
– – ﹤0.01% 435
2019
Q1 		$5K Hold
280
– – ﹤0.01% 435
2018
Q4 		$5K Buy
+280
New +$5K ﹤0.01% 570