Algert Global’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-47,194
| Closed | -$1.92M | – | 1617 |
|
|
2024
Q2 | $1.92M | Buy |
47,194
+19,964
| +73% | +$813K | 0.06% | 476 |
|
|
2024
Q1 | $1.04M | Buy |
27,230
+1,310
| +5% | +$49.9K | 0.04% | 603 |
|
|
2023
Q4 | $823K | Sell |
25,920
-8,992
| -26% | -$286K | 0.03% | 671 |
|
|
2023
Q3 | $1.3M | Buy |
34,912
+25,920
| +288% | +$964K | 0.06% | 505 |
|
|
2023
Q2 | $306K | Buy |
+8,992
| New | +$306K | 0.01% | 905 |
|
|
2022
Q2 | – | Sell |
-13,682
| Closed | -$726K | – | 1407 |
|
|
2022
Q1 | $726K | Buy |
+13,682
| New | +$726K | 0.05% | 662 |
|
|
2018
Q1 | – | Sell |
-12,325
| Closed | -$810K | – | 375 |
|
|
2017
Q4 | $810K | Buy |
+12,325
| New | +$810K | 0.19% | 188 |
|