TCI Wealth Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-111
| Closed | -$22.9K | – | 2221 |
|
|
2023
Q1 | $22.9K | Sell |
111
-130
| -54% | -$23.7K | ﹤0.01% | 651 |
|
|
2022
Q4 | $40.3K | Buy |
241
+222
| +1,168% | +$34.6K | 0.01% | 463 |
|
|
2022
Q3 | $3K | Buy |
19
+16
| +533% | +$2.5K | ﹤0.01% | 1856 |
|
|
2022
Q2 | $0 | Sell |
3
-2
| -40% | -$363 | ﹤0.01% | 2538 |
|
|
2022
Q1 | $1K | Sell |
5
-62
| -93% | -$14.8K | ﹤0.01% | 2163 |
|
|
2021
Q4 | $18K | Buy |
67
+32
| +91% | +$8.88K | ﹤0.01% | 767 |
|
|
2021
Q3 | $9K | Sell |
35
-5
| -13% | -$1.24K | ﹤0.01% | 1204 |
|
|
2021
Q2 | $10K | Buy |
40
+20
| +100% | +$4.81K | ﹤0.01% | 990 |
|
|
2021
Q1 | $5K | Sell |
20
-37
| -65% | -$9.14K | ﹤0.01% | 1314 |
|
|
2020
Q4 | $14K | Buy |
57
+54
| +1,800% | +$12.1K | 0.01% | 575 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q2 | $1K | Sell |
3
-101
| -97% | -$16.3K | ﹤0.01% | 1381 |
|
|
2020
Q1 | $14K | Buy |
104
+75
| +259% | +$12.6K | 0.01% | 514 |
|
|
2019
Q4 | $5K | Sell |
29
-10
| -26% | -$1.66K | ﹤0.01% | 873 |
|
|
2019
Q3 | $7K | Buy |
39
+10
| +34% | +$1.93K | ﹤0.01% | 743 |
|
|
2019
Q2 | $6K | Hold |
29
| – | – | ﹤0.01% | 743 |
|
|
2019
Q1 | $6K | Hold |
29
| – | – | ﹤0.01% | 761 |
|
|
2018
Q4 | $5K | Hold |
29
| – | – | ﹤0.01% | 788 |
|
|
2018
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 865 |
|
|
2018
Q2 | $4K | Buy |
29
+3
| +12% | +$384 | ﹤0.01% | 882 |
|
|
2018
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 888 |
|
|
2017
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 943 |
|
|
2017
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 882 |
|
|
2017
Q2 | $3K | Buy |
+26
| New | +$2.43K | ﹤0.01% | 919 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1013 |
|
|
2015
Q1 | $1K | Buy |
+10
| New | +$846 | ﹤0.01% | 839 |
|
Other funds holding WDAY
SGA
