Sheets Smith 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
2017
Q2
Sell
-12,529
Closed -$404K 314
2017
Q1
$404K Sell
12,529
-109
-0.9% -$3.52K 0.11% 197
2016
Q4
$285K Buy
+12,638
New +$285K 0.08% 232