WR Wealth Planners’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $27.1K | Buy |
105
+3
| +3% | +$774 | 0.01% | 413 |
|
|
2024
Q3 | $24.9K | Buy |
102
+3
| +3% | +$733 | 0.01% | 445 |
|
|
2024
Q2 | $22.1K | Buy |
99
+4
| +4% | +$894 | 0.01% | 431 |
|
|
2024
Q1 | $25.9K | Buy |
+95
| New | +$25.9K | 0.01% | 414 |
|
|
2023
Q4 | – | Sell |
-87
| Closed | -$18.7K | – | 858 |
|
|
2023
Q3 | $18.7K | Hold |
87
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $19.7K | Hold |
87
| – | – | 0.01% | 440 |
|
|
2023
Q1 | $18K | Hold |
87
| – | – | 0.01% | 446 |
|
|
2022
Q4 | $14.6K | Buy |
+87
| New | +$14.6K | 0.01% | 235 |
|