EWM
Empirical Wealth Management’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,343
| Closed | -$204K | – | 476 |
|
|
2022
Q3 | $204K | Buy |
+1,343
| New | +$204K | 0.01% | 439 |
|
|
2022
Q2 | – | Sell |
-1,258
| Closed | -$301K | – | 533 |
|
|
2022
Q1 | $301K | Hold |
1,258
| – | – | 0.02% | 404 |
|
|
2021
Q4 | $344K | Sell |
1,258
-230
| -15% | -$62.9K | 0.02% | 401 |
|
|
2021
Q3 | $372K | Sell |
1,488
-4,223
| -74% | -$1.06M | 0.02% | 351 |
|
|
2021
Q2 | $1.36M | Buy |
5,711
+50
| +0.9% | +$11.9K | 0.08% | 148 |
|
|
2021
Q1 | $1.41M | Buy |
+5,661
| New | +$1.41M | 0.11% | 125 |
|