Coe Capital Management’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-90,602
| Closed | -$919K | – | 252 |
|
|
2015
Q3 | $919K | Sell |
90,602
-2,146
| -2% | -$21.8K | 0.34% | 90 |
|
|
2015
Q2 | $1.04M | Sell |
92,748
-22,450
| -19% | -$251K | 0.38% | 97 |
|
|
2015
Q1 | $1.82M | Buy |
115,198
+84,798
| +279% | +$1.34M | 0.74% | 32 |
|
|
2014
Q4 | $410K | Buy |
+30,400
| New | +$410K | 0.13% | 180 |
|