Johanson Financial Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $242K | Buy |
885
+35
| +4% | +$9.57K | 0.07% | 117 |
|
2021
Q3 | $212K | Buy |
+850
| New | +$212K | 0.07% | 114 |
|
2021
Q2 | – | Sell |
-850
| Closed | -$221K | – | 123 |
|
2021
Q1 | $221K | Sell |
850
-75
| -8% | -$19.5K | 0.08% | 107 |
|
2020
Q4 | $222K | Hold |
925
| – | – | 0.09% | 101 |
|
2020
Q3 | $205K | Sell |
925
-210
| -19% | -$46.5K | 0.09% | 97 |
|
2020
Q2 | $213K | Buy |
+1,135
| New | +$213K | 0.11% | 92 |
|
2020
Q1 | – | Sell |
-258,189
| Closed | -$1.57M | – | 249 |
|
2019
Q4 | $1.57M | Buy |
258,189
+256,569
| +15,838% | +$1.56M | 0.07% | 112 |
|
2019
Q3 | $272K | Buy |
1,620
+35
| +2% | +$5.88K | 0.14% | 84 |
|
2019
Q2 | $324K | Buy |
1,585
+85
| +6% | +$17.4K | 0.17% | 77 |
|
2019
Q1 | $291K | Buy |
1,500
+125
| +9% | +$24.3K | 0.16% | 79 |
|
2018
Q4 | $218K | Sell |
1,375
-220
| -14% | -$34.9K | 0.15% | 83 |
|
2018
Q3 | $234K | Sell |
1,595
-350
| -18% | -$51.3K | 0.14% | 84 |
|
2018
Q2 | $234K | Buy |
+1,945
| New | +$234K | 0.15% | 81 |
|