PFGIA
WDR

Patriot Financial Group Insurance Agency’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-379
Closed -$9K – 2216
2021
Q1 		$9K Hold
379
– – ﹤0.01% 1407
2020
Q4 		$10K Hold
379
– – ﹤0.01% 1244
2020
Q3 		$6K Hold
379
– – ﹤0.01% 1203
2020
Q2 		$6K Buy
379
+74
+24% +$1.17K ﹤0.01% 1155
2020
Q1 		$3K Buy
+305
New +$3K ﹤0.01% 1261