CWM
Concentric Wealth Management’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-800
| Closed | -$218K | – | 138 |
|
|
2024
Q1 | $218K | Sell |
800
-100
| -11% | -$27.3K | 0.06% | 131 |
|
|
2023
Q4 | $248K | Buy |
+900
| New | +$248K | 0.07% | 114 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$226K | – | 122 |
|
|
2023
Q2 | $226K | Hold |
1,000
| – | – | 0.07% | 112 |
|
|
2023
Q1 | $207K | Buy |
+1,000
| New | +$207K | 0.07% | 118 |
|