TWA
TCI Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-111
| Closed | -$22.9K | – | 2221 |
|
|
2023
Q1 | $22.9K | Sell |
111
-130
| -54% | -$26.9K | ﹤0.01% | 651 |
|
|
2022
Q4 | $40.3K | Buy |
241
+222
| +1,168% | +$37.1K | 0.01% | 463 |
|
|
2022
Q3 | $3K | Buy |
19
+16
| +533% | +$2.53K | ﹤0.01% | 1856 |
|
|
2022
Q2 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 2537 |
|
|
2022
Q1 | $1K | Sell |
5
-62
| -93% | -$12.4K | ﹤0.01% | 2162 |
|
|
2021
Q4 | $18K | Buy |
67
+32
| +91% | +$8.6K | ﹤0.01% | 767 |
|
|
2021
Q3 | $9K | Sell |
35
-5
| -13% | -$1.29K | ﹤0.01% | 1189 |
|
|
2021
Q2 | $10K | Buy |
40
+20
| +100% | +$5K | ﹤0.01% | 972 |
|
|
2021
Q1 | $5K | Sell |
20
-37
| -65% | -$9.25K | ﹤0.01% | 1296 |
|
|
2020
Q4 | $14K | Buy |
57
+54
| +1,800% | +$13.3K | 0.01% | 551 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1437 |
|
|
2020
Q2 | $1K | Sell |
3
-101
| -97% | -$33.7K | ﹤0.01% | 1369 |
|
|
2020
Q1 | $14K | Buy |
104
+75
| +259% | +$10.1K | 0.01% | 504 |
|
|
2019
Q4 | $5K | Sell |
29
-10
| -26% | -$1.72K | ﹤0.01% | 868 |
|
|
2019
Q3 | $7K | Buy |
39
+10
| +34% | +$1.8K | ﹤0.01% | 739 |
|
|
2019
Q2 | $6K | Hold |
29
| – | – | ﹤0.01% | 739 |
|
|
2019
Q1 | $6K | Hold |
29
| – | – | ﹤0.01% | 755 |
|
|
2018
Q4 | $5K | Hold |
29
| – | – | ﹤0.01% | 780 |
|
|
2018
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $4K | Buy |
29
+3
| +12% | +$414 | ﹤0.01% | 882 |
|
|
2018
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 885 |
|
|
2017
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 943 |
|
|
2017
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 881 |
|
|
2017
Q2 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 919 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1011 |
|
|
2015
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 837 |
|