Baird Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-65,613
| Closed | -$3M | – | 1733 |
|
|
2020
Q4 | $3M | Sell |
65,613
-161,540
| -71% | -$7.38M | 0.01% | 683 |
|
|
2020
Q3 | $7.2M | Buy |
227,153
+140,665
| +163% | +$4.46M | 0.02% | 418 |
|
|
2020
Q2 | $3.37M | Buy |
86,488
+3,459
| +4% | +$135K | 0.01% | 585 |
|
|
2020
Q1 | $3.11M | Sell |
83,029
-1,141
| -1% | -$42.8K | 0.01% | 554 |
|
|
2019
Q4 | $4.08M | Sell |
84,170
-2,538
| -3% | -$123K | 0.01% | 575 |
|
|
2019
Q3 | $3.81M | Buy |
86,708
+2,483
| +3% | +$109K | 0.02% | 586 |
|
|
2019
Q2 | $3.86M | Buy |
84,225
+4,258
| +5% | +$195K | 0.02% | 591 |
|
|
2019
Q1 | $3.54M | Buy |
79,967
+3,771
| +5% | +$167K | 0.02% | 526 |
|
|
2018
Q4 | $3.58M | Buy |
76,196
+4,067
| +6% | +$191K | 0.02% | 488 |
|
|
2018
Q3 | $4.42M | Buy |
72,129
+4,110
| +6% | +$252K | 0.03% | 475 |
|
|
2018
Q2 | $4.24M | Sell |
68,019
-1,820
| -3% | -$114K | 0.03% | 473 |
|
|
2018
Q1 | $4.45M | Buy |
69,839
+1,075
| +2% | +$68.5K | 0.03% | 448 |
|
|
2017
Q4 | $4.52M | Buy |
68,764
+1,063
| +2% | +$69.9K | 0.03% | 440 |
|
|
2017
Q3 | $3.62M | Buy |
67,701
+5,585
| +9% | +$299K | 0.03% | 480 |
|
|
2017
Q2 | $3.28M | Buy |
62,116
+13,810
| +29% | +$729K | 0.03% | 499 |
|
|
2017
Q1 | $2.6M | Buy |
48,306
+940
| +2% | +$50.6K | 0.02% | 536 |
|
|
2016
Q4 | $2.58M | Buy |
47,366
+13,791
| +41% | +$751K | 0.02% | 519 |
|
|
2016
Q3 | $1.73M | Buy |
33,575
+460
| +1% | +$23.7K | 0.02% | 594 |
|
|
2016
Q2 | $1.83M | Sell |
33,115
-1,075
| -3% | -$59.5K | 0.02% | 574 |
|
|
2016
Q1 | $1.67M | Buy |
+34,190
| New | +$1.67M | 0.02% | 585 |
|