Bank of Montreal’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,701
| Closed | -$239K | – | 3840 |
|
|
2024
Q2 | $239K | Buy |
+7,701
| New | +$239K | ﹤0.01% | 2615 |
|
|
2021
Q2 | – | Sell |
-1,929
| Closed | -$82K | – | 4557 |
|
|
2021
Q1 | $82K | Sell |
1,929
-1,306
| -40% | -$55.5K | ﹤0.01% | 3101 |
|
|
2020
Q4 | $156K | Buy |
3,235
+1,117
| +53% | +$53.9K | ﹤0.01% | 2909 |
|
|
2020
Q3 | $57K | Sell |
2,118
-350
| -14% | -$9.42K | ﹤0.01% | 2979 |
|
|
2020
Q2 | $56K | Buy |
+2,468
| New | +$56K | ﹤0.01% | 3029 |
|
|
2020
Q1 | – | Sell |
-1,282
| Closed | -$41K | – | 4181 |
|
|
2019
Q4 | $41K | Buy |
1,282
+401
| +46% | +$12.8K | ﹤0.01% | 3418 |
|
|
2019
Q3 | $31K | Buy |
881
+37
| +4% | +$1.3K | ﹤0.01% | 3365 |
|
|
2019
Q2 | $31K | Sell |
844
-4,281
| -84% | -$157K | ﹤0.01% | 3460 |
|
|
2019
Q1 | $190K | Sell |
5,125
-1,054
| -17% | -$39.1K | ﹤0.01% | 2382 |
|
|
2018
Q4 | $217K | Buy |
6,179
+62
| +1% | +$2.18K | ﹤0.01% | 2268 |
|
|
2018
Q3 | $209K | Sell |
6,117
-2
| -0% | -$68 | ﹤0.01% | 2442 |
|
|
2018
Q2 | $191K | Buy |
6,119
+2,441
| +66% | +$76.2K | ﹤0.01% | 2503 |
|
|
2018
Q1 | $105K | Buy |
+3,678
| New | +$105K | ﹤0.01% | 2704 |
|