Vishria Bird Financial Group’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-16,864
Closed -$4.04M 67
2022
Q1
$4.04M Hold
16,864
2.23% 15
2021
Q4
$4.61M Sell
16,864
-969
-5% -$265K 2.14% 17
2021
Q3
$4.46M Hold
17,833
2.34% 16
2021
Q2
$4.26M Sell
17,833
-10,609
-37% -$2.53M 2.1% 19
2021
Q1
$7.07M Sell
28,442
-741
-3% -$184K 3.9% 10
2020
Q4
$6.99M Sell
29,183
-430
-1% -$103K 3.98% 9
2020
Q3
$6.37M Hold
29,613
4.01% 10
2020
Q2
$5.55M Sell
29,613
-232
-0.8% -$43.5K 4.34% 8
2020
Q1
$3.89M Buy
+29,845
New +$3.89M 4.07% 11