IIM
Ironwood Investment Management’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,639
| Closed | -$729K | – | 178 |
|
|
2023
Q4 | $729K | Buy |
2,639
+64
| +2% | +$17.7K | 0.38% | 73 |
|
|
2023
Q3 | $553K | Sell |
2,575
-126
| -5% | -$27.1K | 0.34% | 81 |
|
|
2023
Q2 | $610K | Sell |
2,701
-158
| -6% | -$35.7K | 0.35% | 80 |
|
|
2023
Q1 | $590K | Sell |
2,859
-44
| -2% | -$9.09K | 0.37% | 85 |
|
|
2022
Q4 | $486K | Buy |
2,903
+50
| +2% | +$8.37K | 0.32% | 95 |
|
|
2022
Q3 | $434K | Sell |
2,853
-38
| -1% | -$5.78K | 0.3% | 106 |
|
|
2022
Q2 | $404K | Buy |
2,891
+24
| +0.8% | +$3.35K | 0.27% | 112 |
|
|
2022
Q1 | $687K | Sell |
2,867
-220
| -7% | -$52.7K | 0.37% | 94 |
|
|
2021
Q4 | $843K | Buy |
3,087
+20
| +0.7% | +$5.46K | 0.42% | 83 |
|
|
2021
Q3 | $766K | Buy |
3,067
+5
| +0.2% | +$1.25K | 0.4% | 92 |
|
|
2021
Q2 | $731K | Buy |
3,062
+107
| +4% | +$25.5K | 0.37% | 95 |
|
|
2021
Q1 | $734K | Buy |
2,955
+113
| +4% | +$28.1K | 0.39% | 92 |
|
|
2020
Q4 | $681K | Sell |
2,842
-1,458
| -34% | -$349K | 0.4% | 87 |
|
|
2020
Q3 | $925K | Buy |
4,300
+109
| +3% | +$23.4K | 0.66% | 50 |
|
|
2020
Q2 | $785K | Buy |
4,191
+688
| +20% | +$129K | 0.61% | 64 |
|
|
2020
Q1 | $456K | Buy |
3,503
+165
| +5% | +$21.5K | 0.46% | 84 |
|
|
2019
Q4 | $549K | Buy |
3,338
+67
| +2% | +$11K | 0.38% | 94 |
|
|
2019
Q3 | $556K | Buy |
3,271
+1,637
| +100% | +$278K | 0.42% | 89 |
|
|
2019
Q2 | $336K | Buy |
1,634
+109
| +7% | +$22.4K | 0.26% | 118 |
|
|
2019
Q1 | $294K | Sell |
1,525
-1,690
| -53% | -$326K | 0.24% | 129 |
|
|
2018
Q4 | $513K | Sell |
3,215
-94
| -3% | -$15K | 0.47% | 81 |
|
|
2018
Q3 | $483K | Buy |
+3,309
| New | +$483K | 0.34% | 108 |
|