CWA
Cypress Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $477K | Hold |
2,471
| – | – | 0.55% | 52 |
|
|
2018
Q4 | $395K | Hold |
2,471
| – | – | 0.54% | 49 |
|
|
2018
Q3 | $361K | Hold |
2,471
| – | – | 0.38% | 59 |
|
|
2018
Q2 | $299K | Hold |
2,471
| – | – | 0.32% | 62 |
|
|
2018
Q1 | $314K | Hold |
2,471
| – | – | 0.34% | 62 |
|
|
2017
Q4 | $251K | Hold |
2,471
| – | – | 0.24% | 74 |
|
|
2017
Q3 | $260K | Sell |
2,471
-917
| -27% | -$96.5K | 0.42% | 49 |
|
|
2017
Q2 | $329K | Hold |
3,388
| – | – | 0.38% | 56 |
|
|
2017
Q1 | $282K | Hold |
3,388
| – | – | 0.13% | 157 |
|
|
2016
Q4 | $224K | Hold |
3,388
| – | – | 0.1% | 179 |
|
|
2016
Q3 | $311K | Hold |
3,388
| – | – | 0.14% | 134 |
|
|
2016
Q2 | $253K | Hold |
3,388
| – | – | 0.13% | 147 |
|
|
2016
Q1 | $260K | Hold |
3,388
| – | – | 0.12% | 152 |
|
|
2015
Q4 | $270K | Hold |
3,388
| – | – | 0.14% | 137 |
|
|
2015
Q3 | $233K | Hold |
3,388
| – | – | 0.13% | 155 |
|
|
2015
Q2 | $259K | Buy |
+3,388
| New | +$259K | 0.15% | 121 |
|