Glenmede Trust’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,498
| Closed | -$38K | – | 2257 |
|
|
2020
Q3 | $38K | Hold |
1,498
| – | – | ﹤0.01% | 1408 |
|
|
2020
Q2 | $37K | Sell |
1,498
-1,208
| -45% | -$29.8K | ﹤0.01% | 1392 |
|
|
2020
Q1 | $85K | Hold |
2,706
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q4 | $85K | Hold |
2,706
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q3 | $94 | Hold |
2,706
| – | – | ﹤0.01% | 1428 |
|
|
2019
Q2 | $100 | Buy |
2,706
+1,225
| +83% | +$45 | ﹤0.01% | 1403 |
|
|
2019
Q1 | $54 | Buy |
1,481
+861
| +139% | +$31 | ﹤0.01% | 1650 |
|
|
2018
Q4 | $21 | Buy |
+620
| New | +$21 | ﹤0.01% | 1970 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$2K | – | 2351 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2614 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2614 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2505 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2427 |
|
|
2017
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2427 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$3K | – | 2787 |
|
|
2015
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 2435 |
|
|
2015
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 2374 |
|
|
2015
Q1 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 2290 |
|