PWPS
WDR

Pinnacle Wealth Planning Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-1,225
Closed -$31K – 2269
2020
Q4 		$31K Buy
+1,225
New +$31K 0.01% 995