Oppenheimer Asset Management’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,449
| Closed | -$74K | – | 1446 |
|
|
2020
Q1 | $74K | Sell |
3,449
-11
| -0.3% | -$236 | ﹤0.01% | 1179 |
|
|
2019
Q4 | $110K | Sell |
3,460
-182
| -5% | -$5.79K | ﹤0.01% | 1176 |
|
|
2019
Q3 | $128K | Sell |
3,642
-35
| -1% | -$1.23K | ﹤0.01% | 1137 |
|
|
2019
Q2 | $137K | Sell |
3,677
-621
| -14% | -$23.1K | ﹤0.01% | 1153 |
|
|
2019
Q1 | $159K | Sell |
4,298
-2,100
| -33% | -$77.7K | ﹤0.01% | 1094 |
|
|
2018
Q4 | $224K | Sell |
6,398
-302
| -5% | -$10.6K | 0.01% | 979 |
|
|
2018
Q3 | $228K | Buy |
+6,700
| New | +$228K | 0.01% | 1047 |
|
|
2017
Q4 | – | Sell |
-5,950
| Closed | -$193K | – | 1495 |
|
|
2017
Q3 | $193K | Sell |
5,950
-96
| -2% | -$3.11K | 0.01% | 1056 |
|
|
2017
Q2 | $185K | Buy |
6,046
+1,524
| +34% | +$46.6K | 0.01% | 1054 |
|
|
2017
Q1 | $146K | Buy |
+4,522
| New | +$146K | ﹤0.01% | 1108 |
|