Proficio Capital Partners’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
2019 Q3	–	Sell	-196	Closed	-$3K	–	1826
2019 Q2	$3K	Buy	196 +139	+244%	+$2.42K	﹤0.01%	1470
2019 Q1	$1K	Hold	57	–	–	﹤0.01%	1657
2018 Q4	$1K	Buy	57 +30	+111%	+$584	﹤0.01%	1166
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	1230
2018 Q2	$0	Hold	27	–	–	﹤0.01%	1358
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	1253
2017 Q4	$1K	Sell	27 -10	-27%	-$204	﹤0.01%	1250
2017 Q3	$1K	Hold	37	–	–	﹤0.01%	1249
2017 Q2	$1K	Sell	37 -15	-29%	-$263	﹤0.01%	1246
2017 Q1	$1K	Hold	52	–	–	﹤0.01%	1276
2016 Q4	$1K	Buy	52 +6	+13%	+$112	﹤0.01%	1084
2016 Q3	$1K	Buy	+46	New	+$838	﹤0.01%	1050
2016 Q2	–	Sell	-21	Closed	–	–	1209
2016 Q1	$0	Buy	+21	New	+$510	﹤0.01%	1194