Concentric Wealth Management’s Workday WDAY Stock Holding History

Concentric Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$218K	Sell
2023 Q4	$248K	Buy
2023 Q3	–	Sell
2023 Q2	$226K	Hold
2023 Q1	$207K	Buy