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Summit Trail Advisors’s Willdan Group WLDN Stock Holding History

Summit Trail Advisors’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,104
Closed -$34K – 452
2018
Q2 		$34K Buy
+1,104
New +$31.9K 0.01% 340
2018
Q1 		– Sell
-12
Closed – – 1659
2017
Q4 		$0 Buy
+12
New +$326 ﹤0.01% 2100

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WS
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SCA
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BA
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