Steward Partners Investment Advisory’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-300
| Closed | -$10K | – | 2166 |
|
|
2018
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 1886 |
|
|
2018
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 1789 |
|
|
2018
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 1657 |
|
|
2017
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 1442 |
|
|
2017
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 978 |
|