Plante Moran Financial Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9,950	Closed	-$253K	–	1182
2020 Q4	$253K	Hold	9,950	–	–	0.08%	137
2020 Q3	$148K	Hold	9,950	–	–	0.05%	192
2020 Q2	$154K	Hold	9,950	–	–	0.06%	156
2020 Q1	$113K	Hold	9,950	–	–	0.05%	178
2019 Q4	$166K	Hold	9,950	–	–	0.06%	178
2019 Q3	$171K	Hold	9,950	–	–	0.05%	178
2019 Q2	$166K	Hold	9,950	–	–	0.05%	174
2019 Q1	$172K	Buy	+9,950	New	+$175K	0.05%	166
2015 Q4	–	Sell	-113	Closed	-$4K	–	1013
2015 Q3	$4K	Hold	113	–	–	﹤0.01%	624
2015 Q2	$5K	Hold	113	–	–	﹤0.01%	629
2015 Q1	$6K	Hold	113	–	–	﹤0.01%	597
2014 Q4	$6K	Hold	113	–	–	﹤0.01%	640
2014 Q3	$6K	Hold	113	–	–	0.01%	660
2014 Q2	$7K	Hold	113	–	–	0.01%	625
2014 Q1	$8K	Hold	113	–	–	0.01%	413
2013 Q4	$7K	Hold	113	–	–	﹤0.01%	510
2013 Q3	$6K	Hold	113	–	–	﹤0.01%	466
2013 Q2	$5K	Buy	+113	New	+$4.98K	﹤0.01%	446