Covestor’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
250
+33
| +15% | +$1.45K | 0.01% | 1570 |
|
|
2025
Q1 | $9K | Buy |
217
+10
| +5% | +$415 | 0.01% | 1592 |
|
|
2024
Q4 | $9K | Sell |
207
-11
| -5% | -$478 | 0.01% | 1617 |
|
|
2024
Q3 | $10K | Sell |
218
-50
| -19% | -$2.29K | 0.01% | 1593 |
|
|
2024
Q2 | $11K | Sell |
268
-72
| -21% | -$2.96K | 0.01% | 1501 |
|
|
2024
Q1 | $13K | Buy |
340
+23
| +7% | +$879 | 0.01% | 1406 |
|
|
2023
Q4 | $10K | Buy |
317
+176
| +125% | +$5.55K | 0.01% | 1605 |
|
|
2023
Q3 | $5K | Buy |
141
+6
| +4% | +$213 | ﹤0.01% | 1726 |
|
|
2023
Q2 | $4K | Buy |
135
+128
| +1,829% | +$3.79K | ﹤0.01% | 1738 |
|
|
2023
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2670 |
|
|
2022
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2684 |
|
|
2022
Q3 | $0 | Sell |
7
-8
| -53% | – | ﹤0.01% | 2676 |
|
|
2022
Q2 | $1K | Sell |
15
-5
| -25% | -$333 | ﹤0.01% | 1800 |
|
|
2022
Q1 | $1K | Sell |
20
-4
| -17% | -$200 | ﹤0.01% | 1982 |
|
|
2021
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1991 |
|