Advisor Group’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $196K | Buy |
4,049
+151
| +4% | +$7.31K | ﹤0.01% | 2404 |
|
2019
Q3 | $171K | Buy |
3,898
+27
| +0.7% | +$1.18K | ﹤0.01% | 2441 |
|
2019
Q2 | $178K | Sell |
3,871
-645
| -14% | -$29.7K | ﹤0.01% | 2403 |
|
2019
Q1 | $200K | Buy |
4,516
+353
| +8% | +$15.6K | ﹤0.01% | 2286 |
|
2018
Q4 | $196K | Buy |
4,163
+2,133
| +105% | +$100K | ﹤0.01% | 2104 |
|
2018
Q3 | $123K | Buy |
2,030
+212
| +12% | +$12.8K | ﹤0.01% | 2594 |
|
2018
Q2 | $113K | Sell |
1,818
-13
| -0.7% | -$808 | ﹤0.01% | 2437 |
|
2018
Q1 | $116K | Sell |
1,831
-23
| -1% | -$1.46K | ﹤0.01% | 2448 |
|
2017
Q4 | $123K | Buy |
1,854
+1,096
| +145% | +$72.7K | ﹤0.01% | 2413 |
|
2017
Q3 | $41K | Buy |
758
+71
| +10% | +$3.84K | ﹤0.01% | 3086 |
|
2017
Q2 | $36K | Buy |
687
+52
| +8% | +$2.73K | ﹤0.01% | 3076 |
|
2017
Q1 | $34K | Buy |
635
+400
| +170% | +$21.4K | ﹤0.01% | 3002 |
|
2016
Q4 | $12K | Hold |
235
| – | – | ﹤0.01% | 3543 |
|
2016
Q3 | $12K | Sell |
235
-333
| -59% | -$17K | ﹤0.01% | 3464 |
|
2016
Q2 | $28K | Buy |
+568
| New | +$28K | ﹤0.01% | 2839 |
|