PWM
Prentice Wealth Management’s Workday WDAY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-486
| Closed | -$68K | – | 178 |
|
2022
Q2 | $68K | Buy |
+486
| New | +$68K | 0.07% | 60 |
|
2021
Q4 | – | Sell |
-411
| Closed | -$103K | – | 313 |
|
2021
Q3 | $103K | Hold |
411
| – | – | 0.05% | 142 |
|
2021
Q2 | $98K | Sell |
411
-57
| -12% | -$13.6K | 0.05% | 142 |
|
2021
Q1 | $116K | Buy |
+468
| New | +$116K | 0.06% | 124 |
|