United Capital Financial Advisors’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,000
| Closed | -$307K | – | 1195 |
|
|
2022
Q1 | $307K | Hold |
10,000
| – | – | ﹤0.01% | 977 |
|
|
2021
Q4 | $352K | Hold |
10,000
| – | – | ﹤0.01% | 966 |
|
|
2021
Q3 | $356K | Hold |
10,000
| – | – | ﹤0.01% | 951 |
|
|
2021
Q2 | $376K | Hold |
10,000
| – | – | ﹤0.01% | 954 |
|
|
2021
Q1 | $411K | Sell |
10,000
-44,400
| -82% | -$1.82M | ﹤0.01% | 904 |
|
|
2020
Q4 | $2.27M | Sell |
54,400
-56,000
| -51% | -$2.33M | 0.01% | 482 |
|
|
2020
Q3 | $2.82M | Hold |
110,400
| – | – | 0.02% | 432 |
|
|
2020
Q2 | $2.76M | Buy |
+110,400
| New | +$2.76M | 0.02% | 452 |
|