TVWM
Tower View Wealth Management’s Workday WDAY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-6,643
| Closed | -$1.82M | – | 198 |
|
2021
Q4 | $1.82M | Buy |
6,643
+47
| +0.7% | +$12.8K | 0.92% | 44 |
|
2021
Q3 | $1.65M | Buy |
6,596
+84
| +1% | +$21K | 0.91% | 41 |
|
2021
Q2 | $1.56M | Buy |
6,512
+99
| +2% | +$23.6K | 0.79% | 51 |
|
2021
Q1 | $1.59M | Buy |
6,413
+732
| +13% | +$182K | 0.87% | 45 |
|
2020
Q4 | $1.36M | Buy |
5,681
+121
| +2% | +$29K | 0.77% | 52 |
|
2020
Q3 | $1.2M | Buy |
5,560
+393
| +8% | +$84.5K | 0.78% | 49 |
|
2020
Q2 | $968K | Buy |
+5,167
| New | +$968K | 0.71% | 52 |
|
2020
Q1 | – | Sell |
-86
| Closed | -$14K | – | 145 |
|
2019
Q4 | $14K | Hold |
86
| – | – | 0.01% | 108 |
|
2019
Q3 | $15K | Hold |
86
| – | – | 0.01% | 105 |
|
2019
Q2 | $18K | Sell |
86
-20
| -19% | -$4.19K | 0.02% | 100 |
|
2019
Q1 | $20K | Buy |
+106
| New | +$20K | 0.02% | 99 |
|