First Foundation Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-4,226
| Closed | -$1.01M | – | 474 |
|
2021
Q2 | $1.01M | Buy |
4,226
+166
| +4% | +$39.6K | 0.04% | 212 |
|
2021
Q1 | $1.01M | Buy |
4,060
+962
| +31% | +$239K | 0.04% | 201 |
|
2020
Q4 | $742K | Buy |
3,098
+1,914
| +162% | +$458K | 0.03% | 224 |
|
2020
Q3 | $255K | Buy |
+1,184
| New | +$255K | 0.01% | 321 |
|
2019
Q1 | – | Sell |
-7,000
| Closed | -$1.12M | – | 391 |
|
2018
Q4 | $1.12M | Buy |
+7,000
| New | +$1.12M | 0.07% | 169 |
|