Ancora 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-7,720
| Closed | -$301K | – | 1415 |
|
2020
Q2 | $301K | Sell |
7,720
-20,700
| -73% | -$807K | 0.01% | 516 |
|
2020
Q1 | $1.07M | Buy |
28,420
+28,290
| +21,762% | +$1.06M | 0.05% | 302 |
|
2019
Q4 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 1226 |
|
2015
Q2 | – | Hold |
0
| – | -$1.53M | – | 529 |
|
2015
Q1 | – | Sell |
-34,598
| Closed | -$2.05M | – | 147 |
|
2014
Q4 | $2.05M | Buy |
34,598
+2
| +0% | +$119 | 0.25% | 107 |
|
2014
Q3 | $1.94M | Sell |
34,596
-469
| -1% | -$26.3K | 0.25% | 110 |
|
2014
Q2 | $2.13M | Buy |
35,065
+1,112
| +3% | +$67.4K | 0.28% | 100 |
|
2014
Q1 | $1.96M | Buy |
33,953
+780
| +2% | +$45K | 0.28% | 100 |
|
2013
Q4 | $1.83M | Buy |
33,173
+2,444
| +8% | +$135K | 0.28% | 108 |
|
2013
Q3 | $1.47M | Buy |
30,729
+6,732
| +28% | +$321K | 0.25% | 104 |
|
2013
Q2 | $962K | Buy |
+23,997
| New | +$962K | 0.16% | 151 |
|