BerganKDV Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.36K | Sell |
6
-9
| -60% | -$2.03K | ﹤0.01% | 722 |
|
|
2023
Q1 | $3.1K | Hold |
15
| – | – | ﹤0.01% | 765 |
|
|
2022
Q4 | $2.51K | Buy |
15
+2
| +15% | +$335 | ﹤0.01% | 774 |
|
|
2022
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 844 |
|
|
2022
Q2 | $2K | Buy |
13
+2
| +18% | +$308 | ﹤0.01% | 862 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 823 |
|
|
2021
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 883 |
|
|
2021
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 845 |
|
|
2021
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 752 |
|
|
2020
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 749 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 735 |
|
|
2020
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 795 |
|