Berman Capital Advisors’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Buy |
35
+4
| +13% | +$114 | ﹤0.01% | 1985 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 1828 |
|
|
2021
Q1 | $1K | Sell |
31
-17
| -35% | -$548 | ﹤0.01% | 1710 |
|
|
2020
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1452 |
|
|
2020
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q2 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1522 |
|