Modern Wealth Management’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-848	Closed	-$231K	–	413
2024 Q1	$231K	Buy	848 +40	+5%	+$10.9K	0.02%	271
2023 Q4	$223K	Buy	+808	New	+$223K	0.03%	173