CCM
Cadence Capital Management’s Willdan Group WLDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-50,917
| Closed | -$1.27M | – | 399 |
|
|
2020
Q2 | $1.27M | Buy |
50,917
+2,125
| +4% | +$53.1K | 0.18% | 174 |
|
|
2020
Q1 | $1.04M | Sell |
48,792
-2,537
| -5% | -$54.2K | 0.18% | 180 |
|
|
2019
Q4 | $1.63M | Sell |
51,329
-5,152
| -9% | -$164K | 0.18% | 183 |
|
|
2019
Q3 | $1.98M | Sell |
56,481
-3,722
| -6% | -$131K | 0.28% | 142 |
|
|
2019
Q2 | $2.24M | Sell |
60,203
-44,411
| -42% | -$1.65M | 0.22% | 143 |
|
|
2019
Q1 | $3.88M | Buy |
104,614
+1,864
| +2% | +$69.1K | 0.35% | 63 |
|
|
2018
Q4 | $3.59M | Buy |
102,750
+7,970
| +8% | +$279K | 0.36% | 65 |
|
|
2018
Q3 | $3.22M | Buy |
94,780
+15,827
| +20% | +$538K | 0.17% | 142 |
|
|
2018
Q2 | $2.45M | Buy |
78,953
+20,452
| +35% | +$633K | 0.14% | 181 |
|
|
2018
Q1 | $1.66M | Buy |
58,501
+2,133
| +4% | +$60.5K | 0.11% | 258 |
|
|
2017
Q4 | $1.35M | Buy |
56,368
+4,084
| +8% | +$97.7K | 0.09% | 320 |
|
|
2017
Q3 | $1.7M | Buy |
52,284
+13,220
| +34% | +$429K | 0.11% | 235 |
|
|
2017
Q2 | $1.19M | Buy |
39,064
+2,161
| +6% | +$66K | 0.08% | 313 |
|
|
2017
Q1 | $1.19M | Sell |
36,903
-6,240
| -14% | -$201K | 0.08% | 300 |
|
|
2016
Q4 | $975K | Sell |
43,143
-13,911
| -24% | -$314K | 0.07% | 364 |
|
|
2016
Q3 | $1M | Sell |
57,054
-14,395
| -20% | -$253K | 0.07% | 310 |
|
|
2016
Q2 | $759K | Sell |
71,449
-1,399
| -2% | -$14.9K | 0.06% | 360 |
|
|
2016
Q1 | $703K | Hold |
72,848
| – | – | 0.05% | 401 |
|
|
2015
Q4 | $610K | Buy |
+72,848
| New | +$610K | 0.04% | 436 |
|