ProVise Management Group’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-970
Closed -$219K 361
2023
Q2
$219K Hold
970
0.02% 315
2023
Q1
$200K Buy
+970
New +$200K 0.02% 328