Blue Trust Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-349
| Closed | -$14.2K | – | 3009 |
|
|
2024
Q3 | $14.2K | Buy |
349
+89
| +34% | +$3.62K | ﹤0.01% | 2078 |
|
|
2024
Q2 | $9.91K | Buy |
+260
| New | +$9.91K | ﹤0.01% | 1929 |
|
|
2024
Q1 | – | Sell |
-52
| Closed | -$2K | – | 2734 |
|
|
2023
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 2228 |
|
|
2023
Q2 | – | Sell |
-1,474
| Closed | -$59K | – | 2572 |
|
|
2023
Q1 | $59K | Buy |
1,474
+240
| +19% | +$9.61K | ﹤0.01% | 966 |
|
|
2022
Q4 | $46K | Buy |
1,234
+477
| +63% | +$17.8K | ﹤0.01% | 960 |
|
|
2022
Q3 | $36K | Buy |
757
+601
| +385% | +$28.6K | ﹤0.01% | 877 |
|
|
2022
Q2 | $8K | Buy |
+156
| New | +$8K | ﹤0.01% | 1307 |
|