Northwestern Mutual Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WDR Stock Details WDR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-987	Closed	-$25K	–	3245
2021 Q1	$25K	Hold	987	–	–	﹤0.01%	1985
2020 Q4	$25K	Sell	987 -140	-12%	-$3.55K	﹤0.01%	1889
2020 Q3	$17K	Sell	1,127 -120	-10%	-$1.81K	﹤0.01%	1861
2020 Q2	$19K	Sell	1,247 -2,416	-66%	-$36.8K	﹤0.01%	1735
2020 Q1	$42K	Sell	3,663 -250	-6%	-$2.87K	﹤0.01%	1465
2019 Q4	$65K	Sell	3,913 -163	-4%	-$2.71K	﹤0.01%	1356
2019 Q3	$70K	Sell	4,076 -455	-10%	-$7.81K	﹤0.01%	1299
2019 Q2	$76K	Sell	4,531 -357	-7%	-$5.99K	﹤0.01%	1239
2019 Q1	$85K	Buy	4,888 +357	+8%	+$6.21K	﹤0.01%	1156
2018 Q4	$82K	Sell	4,531 -219	-5%	-$3.96K	﹤0.01%	1059
2018 Q3	$101K	Buy	4,750 +685	+17%	+$14.6K	﹤0.01%	1041
2018 Q2	$73K	Hold	4,065	–	–	﹤0.01%	1098
2018 Q1	$82K	Buy	4,065 +439	+12%	+$8.86K	﹤0.01%	1023
2017 Q4	$81K	Hold	3,626	–	–	﹤0.01%	990
2017 Q3	$73K	Sell	3,626 -172	-5%	-$3.46K	﹤0.01%	986
2017 Q2	$72K	Hold	3,798	–	–	﹤0.01%	985
2017 Q1	$65K	Hold	3,798	–	–	﹤0.01%	957
2016 Q4	$74K	Buy	+3,798	New	+$74K	﹤0.01%	909
2016 Q3	–	Sell	-5,149	Closed	-$89K	–	1722
2016 Q2	$89K	Sell	5,149 -630	-11%	-$10.9K	﹤0.01%	761
2016 Q1	$136K	Buy	5,779 +1,190	+26%	+$28K	﹤0.01%	634
2015 Q4	$132K	Buy	4,589 +219	+5%	+$6.3K	﹤0.01%	583
2015 Q3	$152K	Sell	4,370 -22	-0.5%	-$765	﹤0.01%	526
2015 Q2	$208K	Buy	4,392 +1,712	+64%	+$81.1K	0.01%	455
2015 Q1	$133K	Buy	2,680 +878	+49%	+$43.6K	﹤0.01%	490
2014 Q4	$90K	Buy	1,802 +1,199	+199%	+$59.9K	﹤0.01%	543
2014 Q3	$0	Buy	603 +329	+120%	–	﹤0.01%	1488
2014 Q2	$17K	Sell	274 -88	-24%	-$5.46K	﹤0.01%	807
2014 Q1	$27K	Buy	362 +88	+32%	+$6.56K	﹤0.01%	705
2013 Q4	$18K	Sell	274 -20	-7%	-$1.31K	﹤0.01%	807
2013 Q3	$15K	Sell	294 -88	-23%	-$4.49K	﹤0.01%	799
2013 Q2	$17K	Buy	+382	New	+$17K	﹤0.01%	749