Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7
| Closed | – | – | 1165 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1396 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1405 |
|
|
2021
Q3 | – | Sell |
-28
| Closed | -$2K | – | 1046 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 863 |
|