Chicago Trust’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
Q1 | – | Sell |
-3,461
| Closed | -$228K | – | 164 |
|
|
2017
Q4 | $228K | Buy |
+3,461
| New | +$228K | 0.09% | 148 |
|
|
2017
Q2 | – | Sell |
-5,103
| Closed | -$274 | – | 166 |
|
|
2017
Q1 | $274 | Buy |
+5,103
| New | +$274 | 0.12% | 126 |
|
|
2016
Q2 | – | Sell |
-5,559
| Closed | -$272K | – | 161 |
|
|
2016
Q1 | $272K | Buy |
+5,559
| New | +$272K | 0.11% | 126 |
|