Insight Wealth Strategies’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,137
| Closed | -$438K | – | 155 |
|
|
2022
Q3 | $438K | Hold |
3,137
| – | – | 0.08% | 116 |
|
|
2022
Q2 | $438K | Sell |
3,137
-64
| -2% | -$8.94K | 0.08% | 116 |
|
|
2022
Q1 | $767K | Buy |
3,201
+130
| +4% | +$31.2K | 0.11% | 116 |
|
|
2021
Q4 | $839K | Buy |
3,071
+76
| +3% | +$20.8K | 0.12% | 112 |
|
|
2021
Q3 | $748K | Buy |
2,995
+90
| +3% | +$22.5K | 0.11% | 127 |
|
|
2021
Q2 | $694K | Sell |
2,905
-509
| -15% | -$122K | 0.1% | 127 |
|
|
2021
Q1 | $848K | Buy |
3,414
+470
| +16% | +$117K | 0.11% | 116 |
|
|
2020
Q4 | $705K | Buy |
2,944
+74
| +3% | +$17.7K | 0.12% | 97 |
|
|
2020
Q3 | $617K | Buy |
2,870
+936
| +48% | +$201K | 0.11% | 85 |
|
|
2020
Q2 | $362K | Buy |
+1,934
| New | +$362K | 0.08% | 112 |
|
|
2020
Q1 | – | Sell |
-3,866
| Closed | -$636K | – | 196 |
|
|
2019
Q4 | $636K | Buy |
3,866
+258
| +7% | +$42.4K | 0.13% | 102 |
|
|
2019
Q3 | $613K | Buy |
3,608
+466
| +15% | +$79.2K | 0.14% | 98 |
|
|
2019
Q2 | $646K | Buy |
+3,142
| New | +$646K | 0.16% | 88 |
|