American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.46K | Buy |
172
+83
| +93% | +$3.12K | ﹤0.01% | 2717 |
|
|
2022
Q2 | $4.25K | Hold |
89
| – | – | ﹤0.01% | 2895 |
|
|
2022
Q1 | $4.72K | Sell |
89
-50
| -36% | -$2.65K | ﹤0.01% | 2967 |
|
|
2021
Q4 | $7.96K | Hold |
139
| – | – | ﹤0.01% | 2716 |
|
|
2021
Q3 | $7.26K | Sell |
139
-330
| -70% | -$17.2K | ﹤0.01% | 2698 |
|
|
2021
Q2 | $28.2K | Buy |
469
+26
| +6% | +$1.57K | ﹤0.01% | 2037 |
|
|
2021
Q1 | $24K | Buy |
+443
| New | +$24K | ﹤0.01% | 1971 |
|
|
2020
Q4 | – | Sell |
-95
| Closed | -$3.01K | – | 3104 |
|
|
2020
Q3 | $3.01K | Hold |
95
| – | – | ﹤0.01% | 2466 |
|
|
2020
Q2 | $3.71K | Sell |
95
-743
| -89% | -$29K | ﹤0.01% | 2340 |
|
|
2020
Q1 | $31.4K | Buy |
838
+715
| +581% | +$26.8K | ﹤0.01% | 1357 |
|
|
2019
Q4 | $5.97K | Sell |
123
-588
| -83% | -$28.5K | ﹤0.01% | 2209 |
|
|
2019
Q3 | $31.2K | Buy |
711
+96
| +16% | +$4.22K | ﹤0.01% | 1483 |
|
|
2019
Q2 | $28.2K | Buy |
615
+566
| +1,155% | +$26K | ﹤0.01% | 1522 |
|
|
2019
Q1 | $2.17K | Buy |
+49
| New | +$2.17K | ﹤0.01% | 2353 |
|
|
2018
Q4 | – | Sell |
-43
| Closed | -$2.61K | – | 2563 |
|
|
2018
Q3 | $2.61K | Hold |
43
| – | – | ﹤0.01% | 2181 |
|
|
2018
Q2 | $2.68K | Hold |
43
| – | – | ﹤0.01% | 2145 |
|
|
2018
Q1 | $2.74K | Buy |
43
+10
| +30% | +$637 | ﹤0.01% | 2034 |
|
|
2017
Q4 | $2.17K | Buy |
+33
| New | +$2.17K | ﹤0.01% | 2042 |
|