VFA
WDR

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

Valeo Financial Advisors’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,044
Closed -$52K – 1758
2019
Q3 		$52K Buy
3,044
+42
+1% +$717 0.01% 588
2019
Q2 		$50K Buy
+3,002
New +$50K 0.01% 596