Advisor Group’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-32,404
| Closed | -$1.21M | – | 5386 |
|
|
2019
Q2 | $1.21M | Buy |
32,404
+1,902
| +6% | +$70.8K | 0.01% | 1012 |
|
|
2019
Q1 | $1.13M | Sell |
30,502
-823
| -3% | -$30.5K | 0.01% | 1009 |
|
|
2018
Q4 | $1.1M | Sell |
31,325
-5,560
| -15% | -$195K | 0.01% | 905 |
|
|
2018
Q3 | $1.25M | Buy |
36,885
+2,408
| +7% | +$81.7K | 0.01% | 855 |
|
|
2018
Q2 | $1.07M | Sell |
34,477
-1,079
| -3% | -$33.4K | 0.01% | 827 |
|
|
2018
Q1 | $1.01M | Buy |
35,556
+5,254
| +17% | +$149K | 0.01% | 864 |
|
|
2017
Q4 | $725K | Buy |
30,302
+4,069
| +16% | +$97.4K | 0.01% | 1093 |
|
|
2017
Q3 | $852K | Buy |
26,233
+1,836
| +8% | +$59.6K | 0.01% | 897 |
|
|
2017
Q2 | $745K | Buy |
24,397
+6,566
| +37% | +$201K | 0.01% | 906 |
|
|
2017
Q1 | $575K | Buy |
17,831
+11,831
| +197% | +$382K | 0.01% | 996 |
|
|
2016
Q4 | $136K | Buy |
6,000
+5,700
| +1,900% | +$129K | ﹤0.01% | 1855 |
|
|
2016
Q3 | $5K | Sell |
300
-8,469
| -97% | -$141K | ﹤0.01% | 3908 |
|
|
2016
Q2 | $92K | Buy |
+8,769
| New | +$92K | ﹤0.01% | 1986 |
|