Bogle Investment Management’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-82,272
| Closed | -$2.51M | – | 356 |
|
|
2017
Q2 | $2.51M | Sell |
82,272
-29,838
| -27% | -$911K | 0.18% | 137 |
|
|
2017
Q1 | $3.62M | Buy |
+112,110
| New | +$3.62M | 0.25% | 119 |
|
|
2015
Q2 | – | Sell |
-53,831
| Closed | -$852K | – | 434 |
|
|
2015
Q1 | $852K | Sell |
53,831
-64,475
| -54% | -$1.02M | 0.06% | 261 |
|
|
2014
Q4 | $1.6M | Sell |
118,306
-1,930
| -2% | -$26K | 0.11% | 221 |
|
|
2014
Q3 | $1.74M | Buy |
+120,236
| New | +$1.74M | 0.11% | 195 |
|