D.L. Carlson Investment Group’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-18,065
| Closed | -$4.49M | – | 157 |
|
2021
Q1 | $4.49M | Sell |
18,065
-1,012
| -5% | -$251K | 0.82% | 53 |
|
2020
Q4 | $4.57M | Buy |
+19,077
| New | +$4.57M | 0.83% | 48 |
|
2014
Q2 | – | Sell |
-12,025
| Closed | -$1.1M | – | 136 |
|
2014
Q1 | $1.1M | Sell |
12,025
-3,525
| -23% | -$322K | 0.41% | 83 |
|
2013
Q4 | $1.29M | Sell |
15,550
-11,875
| -43% | -$987K | 0.47% | 79 |
|
2013
Q3 | $2.22M | Sell |
27,425
-10,425
| -28% | -$844K | 0.85% | 47 |
|
2013
Q2 | $2.43M | Buy |
+37,850
| New | +$2.43M | 0.97% | 45 |
|