Bay Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223 | Buy |
5
+4
| +400% | +$178 | ﹤0.01% | 890 |
|
|
2025
Q1 | $44 | Buy |
+1
| New | +$44 | ﹤0.01% | 1043 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 417 |
|
|
2019
Q2 | – | Sell |
-31
| Closed | -$1K | – | 446 |
|
|
2019
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 378 |
|
|
2018
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 372 |
|