SWAG
Spectrum Wealth Advisory Group’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-940
| Closed | -$225K | – | 48 |
|
|
2022
Q1 | $225K | Sell |
940
-100
| -10% | -$23.9K | 0.22% | 43 |
|
|
2021
Q4 | $284K | Hold |
1,040
| – | – | 0.25% | 40 |
|
|
2021
Q3 | $260K | Sell |
1,040
-275
| -21% | -$68.8K | 0.26% | 40 |
|
|
2021
Q2 | $314K | Buy |
1,315
+125
| +11% | +$29.8K | 0.31% | 35 |
|
|
2021
Q1 | $296K | Hold |
1,190
| – | – | 0.28% | 32 |
|
|
2020
Q4 | $285K | Sell |
1,190
-1,240
| -51% | -$297K | 0.32% | 27 |
|
|
2020
Q3 | $525K | Buy |
2,430
+1,136
| +88% | +$245K | 0.34% | 26 |
|
|
2020
Q2 | $242K | Buy |
+1,294
| New | +$242K | 0.34% | 30 |
|
|
2020
Q1 | – | Sell |
-1,293
| Closed | -$213K | – | 31 |
|
|
2019
Q4 | $213K | Hold |
1,293
| – | – | 0.38% | 27 |
|
|
2019
Q3 | $220K | Hold |
1,293
| – | – | 0.44% | 26 |
|
|
2019
Q2 | $268K | Sell |
1,293
-533
| -29% | -$110K | 0.55% | 28 |
|
|
2019
Q1 | $352K | Buy |
+1,826
| New | +$352K | 0.55% | 24 |
|