SW
SkyOak Wealth’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-800
| Closed | -$206K | – | 276 |
|
|
2024
Q4 | $206K | Buy |
+800
| New | +$206K | 0.04% | 237 |
|
|
2024
Q2 | – | Sell |
-800
| Closed | -$218K | – | 266 |
|
|
2024
Q1 | $218K | Hold |
800
| – | – | 0.05% | 222 |
|
|
2023
Q4 | $221K | Buy |
+800
| New | +$221K | 0.06% | 218 |
|
|
2022
Q1 | – | Sell |
-800
| Closed | -$219K | – | 273 |
|
|
2021
Q4 | $219K | Buy |
+800
| New | +$219K | 0.06% | 215 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$209K | – | 248 |
|
|
2021
Q1 | $209K | Buy |
+800
| New | +$209K | 0.06% | 213 |
|
|
2020
Q3 | – | Sell |
-1,580
| Closed | -$296K | – | 246 |
|
|
2020
Q2 | $296K | Buy |
+1,580
| New | +$296K | 0.11% | 182 |
|