Cadence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,389
| Closed | -$387K | – | 624 |
|
|
2018
Q3 | $387K | Buy |
+6,389
| New | +$387K | 0.02% | 543 |
|
|
2018
Q1 | – | Sell |
-6,807
| Closed | -$448K | – | 704 |
|
|
2017
Q4 | $448K | Sell |
6,807
-158
| -2% | -$10.4K | 0.03% | 519 |
|
|
2017
Q3 | $373K | Hold |
6,965
| – | – | 0.02% | 560 |
|
|
2017
Q2 | $367K | Sell |
6,965
-85
| -1% | -$4.48K | 0.03% | 570 |
|
|
2017
Q1 | $379K | Buy |
7,050
+1,375
| +24% | +$73.9K | 0.03% | 563 |
|
|
2016
Q4 | $309K | Sell |
5,675
-2,063
| -27% | -$112K | 0.02% | 599 |
|
|
2016
Q3 | $399K | Buy |
7,738
+1,130
| +17% | +$58.3K | 0.03% | 517 |
|
|
2016
Q2 | $345K | Sell |
6,608
-3,222
| -33% | -$168K | 0.03% | 511 |
|
|
2016
Q1 | $481K | Buy |
9,830
+2,226
| +29% | +$109K | 0.03% | 485 |
|
|
2015
Q4 | $342K | Buy |
+7,604
| New | +$342K | 0.02% | 531 |
|