Ascent Wealth Partners’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,000
Closed -$226K 171
2023
Q2
$226K Hold
1,000
0.04% 150
2023
Q1
$207K Buy
+1,000
New +$207K 0.04% 146