PCM
WDR

Poehling Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Poehling Capital Management’s Portfolio WDR Stock Details WDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-400
Closed -$7K – 285
2018
Q2 		$7K Sell
400
-235
-37% -$4.11K 0.01% 247
2018
Q1 		$13K Sell
635
-2,775
-81% -$56.8K 0.01% 218
2017
Q4 		$76K Buy
+3,410
New +$76K 0.06% 125