Strategic Wealth Partners’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,010
| Closed | -$226K | – | 305 |
|
|
2024
Q2 | $226K | Buy |
+1,010
| New | +$226K | 0.02% | 270 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$6 | – | 509 |
|
|
2019
Q3 | $6 | Hold |
40
| – | – | ﹤0.01% | 630 |
|
|
2019
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 593 |
|
|
2019
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 585 |
|
|
2018
Q4 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 527 |
|