Assured Investment Management’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
Q2 | – | Sell |
-7,115
| Closed | -$315K | – | 846 |
|
|
2019
Q1 | $315K | Sell |
7,115
-2,615
| -27% | -$116K | ﹤0.01% | 687 |
|
|
2018
Q4 | $457K | Sell |
9,730
-7,015
| -42% | -$329K | 0.01% | 670 |
|
|
2018
Q3 | $1.02M | Buy |
16,745
+2,738
| +20% | +$166K | 0.02% | 531 |
|
|
2018
Q2 | $874K | Buy |
14,007
+5,522
| +65% | +$345K | 0.02% | 585 |
|
|
2018
Q1 | $540K | Buy |
+8,485
| New | +$540K | 0.01% | 716 |
|