SWS
SYSTM Wealth Solutions’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,851
| Closed | -$1.53M | – | 628 |
|
|
2024
Q2 | $1.53M | Sell |
6,851
-3,594
| -34% | -$803K | 0.34% | 94 |
|
|
2024
Q1 | $2.85M | Buy |
10,445
+142
| +1% | +$38.7K | 0.36% | 80 |
|
|
2023
Q4 | $2.84M | Buy |
10,303
+1,071
| +12% | +$296K | 0.39% | 64 |
|
|
2023
Q3 | $1.98M | Buy |
9,232
+221
| +2% | +$47.5K | 0.3% | 89 |
|
|
2023
Q2 | $2.04M | Buy |
9,011
+528
| +6% | +$119K | 0.28% | 100 |
|
|
2023
Q1 | $1.75M | Sell |
8,483
-14,349
| -63% | -$2.96M | 0.27% | 96 |
|
|
2022
Q4 | $3.82M | Buy |
+22,832
| New | +$3.82M | 0.48% | 53 |
|