James Investment Research’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,146
| Closed | -$139K | – | 709 |
|
|
2016
Q4 | $139K | Hold |
6,146
| – | – | ﹤0.01% | 342 |
|
|
2016
Q3 | $108K | Hold |
6,146
| – | – | ﹤0.01% | 351 |
|
|
2016
Q2 | $65K | Buy |
6,146
+500
| +9% | +$5.29K | ﹤0.01% | 344 |
|
|
2016
Q1 | $54K | Hold |
5,646
| – | – | ﹤0.01% | 335 |
|
|
2015
Q4 | $47K | Hold |
5,646
| – | – | ﹤0.01% | 355 |
|
|
2015
Q3 | $57K | Sell |
5,646
-65,875
| -92% | -$665K | ﹤0.01% | 339 |
|
|
2015
Q2 | $800K | Buy |
71,521
+2,180
| +3% | +$24.4K | 0.02% | 241 |
|
|
2015
Q1 | $1.1M | Buy |
69,341
+24,300
| +54% | +$385K | 0.03% | 234 |
|
|
2014
Q4 | $608K | Buy |
45,041
+1,650
| +4% | +$22.3K | 0.02% | 260 |
|
|
2014
Q3 | $627K | Buy |
43,391
+37,745
| +669% | +$545K | 0.02% | 255 |
|
|
2014
Q2 | $49K | Hold |
5,646
| – | – | ﹤0.01% | 378 |
|
|
2014
Q1 | $26K | Buy |
5,646
+3,416
| +153% | +$15.7K | ﹤0.01% | 422 |
|
|
2013
Q4 | $12K | Buy |
+2,230
| New | +$12K | ﹤0.01% | 480 |
|