Destination Wealth Management’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,921
| Closed | -$72K | – | 511 |
|
|
2019
Q2 | $72K | Hold |
1,921
| – | – | ﹤0.01% | 226 |
|
|
2019
Q1 | $71K | Hold |
1,921
| – | – | ﹤0.01% | 226 |
|
|
2018
Q4 | $67K | Hold |
1,921
| – | – | ﹤0.01% | 229 |
|
|
2018
Q3 | $65K | Buy |
+1,921
| New | +$65K | ﹤0.01% | 256 |
|
|
2018
Q2 | – | Sell |
-1,921
| Closed | -$54K | – | 659 |
|
|
2018
Q1 | $54K | Buy |
+1,921
| New | +$54K | ﹤0.01% | 247 |
|
|
2014
Q2 | – | Sell |
-23,638
| Closed | -$107K | – | 135 |
|
|
2014
Q1 | $107K | Hold |
23,638
| – | – | 0.01% | 120 |
|
|
2013
Q4 | $126K | Buy |
+23,638
| New | +$126K | 0.01% | 105 |
|