TWMP
Taylor Wealth Management Partners’s Willdan Group WLDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-33,706
| Closed | -$1.03M | – | 63 |
|
|
2022
Q1 | $1.03M | Sell |
33,706
-59,309
| -64% | -$1.82M | 0.42% | 45 |
|
|
2021
Q4 | $3.27M | Sell |
93,015
-2,525
| -3% | -$88.9K | 1.15% | 32 |
|
|
2021
Q3 | $3.4M | Sell |
95,540
-3,840
| -4% | -$137K | 1.21% | 33 |
|
|
2021
Q2 | $3.74M | Sell |
99,380
-2,315
| -2% | -$87.1K | 1.32% | 31 |
|
|
2021
Q1 | $4.18M | Sell |
101,695
-28,275
| -22% | -$1.16M | 1.52% | 27 |
|
|
2020
Q4 | $5.42M | Sell |
129,970
-2,015
| -2% | -$84K | 2.08% | 17 |
|
|
2020
Q3 | $3.37M | Sell |
131,985
-510
| -0.4% | -$13K | 1.54% | 26 |
|
|
2020
Q2 | $3.31M | Sell |
132,495
-15,390
| -10% | -$385K | 1.68% | 22 |
|
|
2020
Q1 | $3.16M | Sell |
147,885
-11,255
| -7% | -$240K | 1.94% | 19 |
|
|
2019
Q4 | $5.06M | Sell |
159,140
-3,739
| -2% | -$119K | 2.33% | 18 |
|
|
2019
Q3 | $5.71M | Sell |
162,879
-410
| -0.3% | -$14.4K | 2.67% | 17 |
|
|
2019
Q2 | $6.08M | Buy |
163,289
+505
| +0.3% | +$18.8K | 2.84% | 14 |
|
|
2019
Q1 | $6.03M | Sell |
162,784
-155
| -0.1% | -$5.75K | 3% | 12 |
|
|
2018
Q4 | $5.7M | Buy |
162,939
+121,709
| +295% | +$4.26M | 3.29% | 14 |
|
|
2018
Q3 | $1.4M | Buy |
+41,230
| New | +$1.4M | 0.6% | 38 |
|