BWL
Bogart Wealth LLC’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84K | Buy |
16
+5
| +45% | +$1.2K | ﹤0.01% | 991 |
|
|
2025
Q1 | $2.57K | Sell |
11
-10
| -48% | -$2.34K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $5.42K | Buy |
+21
| New | +$5.42K | ﹤0.01% | 855 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$1.09K | – | 1216 |
|
|
2024
Q1 | $1.09K | Hold |
4
| – | – | ﹤0.01% | 961 |
|
|
2023
Q4 | $1.1K | Hold |
4
| – | – | ﹤0.01% | 954 |
|
|
2023
Q3 | $859 | Buy |
+4
| New | +$859 | ﹤0.01% | 973 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1.34K | – | 1235 |
|
|
2022
Q4 | $1.34K | Buy |
+8
| New | +$1.34K | ﹤0.01% | 832 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$2K | – | 1201 |
|
|
2022
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 799 |
|