Meritage Portfolio Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Meritage Portfolio Management’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell
2021 Q1	$273K	Buy
2016 Q1	–	Sell
2015 Q4	$3.01M	Buy
2015 Q3	$2.98M	Buy
2015 Q2	$3.33M	Sell
2015 Q1	$3.51M	Buy