Blume Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,158
| Closed | -$70K | – | 314 |
|
2021
Q2 | $70K | Sell |
1,158
-555
| -32% | -$33.5K | 0.03% | 146 |
|
2021
Q1 | $93K | Buy |
+1,713
| New | +$93K | 0.04% | 118 |
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$128K | – | 277 |
|
2015
Q1 | $128K | Buy |
2,100
+800
| +62% | +$48.8K | 0.09% | 66 |
|
2014
Q4 | $77K | Buy |
+1,300
| New | +$77K | 0.05% | 102 |
|