Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,800
| Closed | -$200K | – | 309 |
|
|
2017
Q2 | $200K | Hold |
3,800
| – | – | 0.05% | 283 |
|
|
2017
Q1 | $204K | Hold |
3,800
| – | – | 0.06% | 246 |
|
|
2016
Q4 | $207K | Buy |
+3,800
| New | +$207K | 0.07% | 217 |
|
|
2015
Q3 | – | Sell |
-3,800
| Closed | -$207K | – | 234 |
|
|
2015
Q2 | $207K | Buy |
+3,800
| New | +$207K | 0.07% | 207 |
|