Crewe Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-155
| Closed | -$34.7K | – | 997 |
|
|
2024
Q2 | $34.7K | Buy |
155
+56
| +57% | +$12.5K | ﹤0.01% | 438 |
|
|
2024
Q1 | $27K | Buy |
+99
| New | +$27K | ﹤0.01% | 452 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$226 | – | 923 |
|
|
2023
Q2 | $226 | Sell |
1
-98
| -99% | -$22.1K | ﹤0.01% | 696 |
|
|
2023
Q1 | $20.4K | Sell |
99
-50
| -34% | -$10.3K | ﹤0.01% | 426 |
|
|
2022
Q4 | $24.9K | Sell |
149
-1
| -0.7% | -$167 | ﹤0.01% | 382 |
|
|
2022
Q3 | $23K | Buy |
150
+10
| +7% | +$1.53K | ﹤0.01% | 438 |
|
|
2022
Q2 | $20K | Buy |
+140
| New | +$20K | ﹤0.01% | 423 |
|
|
2020
Q4 | – | Sell |
-31
| Closed | -$7K | – | 650 |
|
|
2020
Q3 | $7K | Buy |
+31
| New | +$7K | ﹤0.01% | 308 |
|