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CM Wealth Advisors’s Willdan Group WLDN Stock Holding History

CM Wealth Advisors’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,372
Closed -$160K – 433
2023
Q1 		$160K Buy
+11,372
New +$160K 0.03% 383