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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-11,190
Closed -$226K 638
2018
Q1
$226K Sell
11,190
-328
-3% -$6.62K 0.03% 110
2017
Q4
$257K Buy
+11,518
New +$257K 0.04% 99