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Trellis Wealth Advisors’s Workday WDAY Stock Holding History

Trellis Wealth Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,351
Closed -$925K – 35
2023
Q4 		$925K Hold
3,351
– – 0.5% 20
2023
Q3 		$720K Hold
3,351
– – 0.45% 19
2023
Q2 		$757K Buy
+3,351
New +$757K 0.5% 17