Compass Financial Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,004
| Closed | -$620K | – | 116 |
|
|
2023
Q1 | $620K | Sell |
3,004
-12
| -0.4% | -$2.48K | 0.79% | 43 |
|
|
2022
Q4 | $505K | Buy |
3,016
+125
| +4% | +$20.9K | 0.68% | 51 |
|
|
2022
Q3 | $440K | Hold |
2,891
| – | – | 0.65% | 54 |
|
|
2022
Q2 | $404K | Buy |
2,891
+45
| +2% | +$6.29K | 0.55% | 62 |
|
|
2022
Q1 | $682K | Buy |
2,846
+118
| +4% | +$28.3K | 0.75% | 45 |
|
|
2021
Q4 | $745K | Buy |
+2,728
| New | +$745K | 0.82% | 40 |
|