Thompson Davis & Co’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,450
| Closed | -$296K | – | 754 |
|
|
2018
Q1 | $296K | Buy |
+10,450
| New | +$296K | 0.78% | 30 |
|
|
2017
Q1 | – | Sell |
-1,250
| Closed | -$28K | – | 1247 |
|
|
2016
Q4 | $28K | Hold |
1,250
| – | – | 0.05% | 379 |
|
|
2016
Q3 | $22K | Buy |
+1,250
| New | +$22K | 0.04% | 447 |
|
|
2014
Q3 | – | Sell |
-32,000
| Closed | -$260K | – | 1246 |
|
|
2014
Q2 | $260K | Buy |
+32,000
| New | +$260K | 0.38% | 68 |
|