J.P. Morgan Private Wealth Advisors’s Willdan Group WLDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,903
| Closed | -$201K | – | 1946 |
|
|
2021
Q1 | $201K | Sell |
4,903
-434
| -8% | -$17.8K | ﹤0.01% | 1694 |
|
|
2020
Q4 | $223K | Sell |
5,337
-2,832
| -35% | -$118K | ﹤0.01% | 1605 |
|
|
2020
Q3 | $208K | Sell |
8,169
-501
| -6% | -$12.8K | ﹤0.01% | 1511 |
|
|
2020
Q2 | $217K | Buy |
+8,670
| New | +$217K | ﹤0.01% | 1433 |
|
|
2020
Q1 | – | Sell |
-8,472
| Closed | -$269K | – | 1548 |
|
|
2019
Q4 | $269K | Sell |
8,472
-738
| -8% | -$23.4K | ﹤0.01% | 1285 |
|
|
2019
Q3 | $323K | Buy |
9,210
+1,988
| +28% | +$69.7K | ﹤0.01% | 1161 |
|
|
2019
Q2 | $269K | Buy |
+7,222
| New | +$269K | ﹤0.01% | 1189 |
|