Executive Wealth Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,377
Closed -$1.05M 206
2022
Q1
$1.05M Sell
4,377
-43
-1% -$10.3K 0.11% 116
2021
Q4
$1.21M Buy
4,420
+163
+4% +$44.5K 0.12% 114
2021
Q3
$1.06M Buy
4,257
+86
+2% +$21.5K 0.12% 114
2021
Q2
$995K Buy
4,171
+428
+11% +$102K 0.11% 119
2021
Q1
$929K Buy
3,743
+1,300
+53% +$323K 0.11% 116
2020
Q4
$585K Buy
2,443
+338
+16% +$80.9K 0.07% 118
2020
Q3
$452K Buy
+2,105
New +$452K 0.06% 114
2019
Q3
Sell
-5
Closed -$1K 793
2019
Q2
$1K Hold
5
﹤0.01% 867
2019
Q1
$1K Sell
5
-3
-38% -$600 ﹤0.01% 814
2018
Q4
$1K Buy
+8
New +$1K ﹤0.01% 862