SWA
Sax Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,476
| Closed | -$353K | – | 184 |
|
|
2022
Q1 | $353K | Hold |
1,476
| – | – | 0.09% | 128 |
|
|
2021
Q4 | $403K | Hold |
1,476
| – | – | 0.08% | 127 |
|
|
2021
Q3 | $369K | Buy |
1,476
+95
| +7% | +$23.8K | 0.09% | 119 |
|
|
2021
Q2 | $330K | Hold |
1,381
| – | – | 0.11% | 117 |
|
|
2021
Q1 | $343K | Hold |
1,381
| – | – | 0.13% | 109 |
|
|
2020
Q4 | $331K | Buy |
+1,381
| New | +$331K | 0.15% | 95 |
|