MWP
Moller Wealth Partners’s Workday WDAY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,750
| Closed | -$286K | – | 56 |
|
2019
Q1 | $286K | Hold |
1,750
| – | – | 0.13% | 48 |
|
2018
Q4 | $286K | Buy |
+1,750
| New | +$286K | 0.19% | 52 |
|
2015
Q2 | – | Sell |
-7,500
| Closed | -$633K | – | 46 |
|
2015
Q1 | $633K | Hold |
7,500
| – | – | 0.29% | 31 |
|
2014
Q4 | $612K | Hold |
7,500
| – | – | 0.3% | 31 |
|
2014
Q3 | $619K | Hold |
7,500
| – | – | 0.29% | 35 |
|
2014
Q2 | $674K | Hold |
7,500
| – | – | 0.31% | 34 |
|
2014
Q1 | $686K | Hold |
7,500
| – | – | 0.35% | 33 |
|
2013
Q4 | $624K | Hold |
7,500
| – | – | 0.34% | 34 |
|
2013
Q3 | $607K | Hold |
7,500
| – | – | 0.38% | 33 |
|
2013
Q2 | $481K | Buy |
+7,500
| New | +$481K | 0.35% | 35 |
|