Berman Capital Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $110K | Buy |
447
+180
| +67% | +$44.3K | 0.02% | 410 |
|
|
2021
Q2 | $63K | Buy |
267
+22
| +9% | +$5.19K | 0.01% | 503 |
|
|
2021
Q1 | $60K | Buy |
245
+54
| +28% | +$13.2K | 0.01% | 421 |
|
|
2020
Q4 | $45K | Buy |
191
+60
| +46% | +$14.1K | 0.01% | 432 |
|
|
2020
Q3 | $28K | Buy |
131
+25
| +24% | +$5.34K | 0.01% | 498 |
|
|
2020
Q2 | $19K | Sell |
106
-38
| -26% | -$6.81K | 0.01% | 567 |
|
|
2020
Q1 | $18K | Buy |
144
+40
| +38% | +$5K | 0.01% | 528 |
|
|
2019
Q4 | $17K | Sell |
104
-10
| -9% | -$1.64K | ﹤0.01% | 581 |
|
|
2019
Q3 | $19K | Sell |
114
-1,397
| -92% | -$233K | 0.01% | 530 |
|
|
2019
Q2 | $309K | Sell |
1,511
-85
| -5% | -$17.4K | 0.1% | 101 |
|
|
2019
Q1 | $306K | Buy |
1,596
+307
| +24% | +$58.9K | 0.1% | 92 |
|
|
2018
Q4 | $204K | Buy |
+1,289
| New | +$204K | 0.08% | 104 |
|
|
2018
Q3 | – | Sell |
-30,074
| Closed | -$3.64M | – | 128 |
|
|
2018
Q2 | $3.64M | Sell |
30,074
-164
| -0.5% | -$19.9K | 1.27% | 18 |
|
|
2018
Q1 | $3.84M | Sell |
30,238
-4,818
| -14% | -$612K | 1.47% | 17 |
|
|
2017
Q4 | $3.57M | Buy |
+35,056
| New | +$3.57M | 1.18% | 22 |
|