M&R Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,664	Closed	-$53K	–	497
2020 Q1	$53K	Hold	4,664	–	–	0.02%	233
2019 Q4	$77K	Hold	4,664	–	–	0.02%	229
2019 Q3	$80K	Hold	4,664	–	–	0.02%	232
2019 Q2	$77K	Hold	4,664	–	–	0.02%	234
2019 Q1	$86K	Hold	4,664	–	–	0.02%	227
2018 Q4	$84K	Hold	4,664	–	–	0.02%	218
2018 Q3	$98K	Hold	4,664	–	–	0.02%	230
2018 Q2	$83K	Hold	4,664	–	–	0.02%	242
2018 Q1	$94K	Hold	4,664	–	–	0.02%	237
2017 Q4	$104K	Sell	4,664 -764	-14%	-$17K	0.02%	234
2017 Q3	$108K	Hold	5,428	–	–	0.03%	226
2017 Q2	$101K	Hold	5,428	–	–	0.03%	237
2017 Q1	$92K	Hold	5,428	–	–	0.02%	238
2016 Q4	$105K	Hold	5,428	–	–	0.03%	215
2016 Q3	$98K	Hold	5,428	–	–	0.03%	216
2016 Q2	$93K	Buy	+5,428	New	+$93K	0.03%	219
2015 Q3	–	Sell	-5,428	Closed	-$257K	–	203
2015 Q2	$257K	Hold	5,428	–	–	0.06%	180
2015 Q1	$269K	Hold	5,428	–	–	0.06%	181
2014 Q4	$270K	Hold	5,428	–	–	0.06%	180
2014 Q3	$281K	Hold	5,428	–	–	0.07%	176
2014 Q2	$340K	Hold	5,428	–	–	0.08%	153
2014 Q1	$400K	Hold	5,428	–	–	0.1%	135
2013 Q4	$353	Hold	5,428	–	–	0.09%	138
2013 Q3	$279K	Hold	5,428	–	–	0.08%	161
2013 Q2	$236K	Buy	+5,428	New	+$236K	0.07%	170