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