Creative Planning’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 |
-907
| Closed | -$48K | – | 3608 |
|
|
2017
Q2 | $48K | Sell |
907
-98
| -10% | -$5.19K | ﹤0.01% | 2528 |
|
|
2017
Q1 | $54K | Buy |
1,005
+98
| +11% | +$5.27K | ﹤0.01% | 2406 |
|
|
2016
Q4 | $49K | Sell |
907
-48
| -5% | -$2.59K | ﹤0.01% | 2391 |
|
|
2016
Q3 | $49K | Buy |
955
+48
| +5% | +$2.46K | ﹤0.01% | 2366 |
|
|
2016
Q2 | $47K | Hold |
907
| – | – | ﹤0.01% | 2164 |
|
|
2016
Q1 | $44K | Hold |
907
| – | – | ﹤0.01% | 2184 |
|
|
2015
Q4 | $41K | Hold |
907
| – | – | ﹤0.01% | 2258 |
|
|
2015
Q3 | $45K | Buy |
+907
| New | +$45K | ﹤0.01% | 2113 |
|
|
2015
Q2 | – | Sell |
-1,005
| Closed | -$61K | – | 2887 |
|
|
2015
Q1 | $61K | Buy |
1,005
+98
| +11% | +$5.95K | ﹤0.01% | 1869 |
|
|
2014
Q4 | $54K | Sell |
907
-18
| -2% | -$1.07K | ﹤0.01% | 1950 |
|
|
2014
Q3 | $52K | Buy |
925
+18
| +2% | +$1.01K | ﹤0.01% | 1883 |
|
|
2014
Q2 | $55K | Hold |
907
| – | – | ﹤0.01% | 1805 |
|
|
2014
Q1 | $52K | Hold |
907
| – | – | ﹤0.01% | 1771 |
|
|
2013
Q4 | $50K | Hold |
907
| – | – | ﹤0.01% | 1613 |
|
|
2013
Q3 | $43K | Hold |
907
| – | – | ﹤0.01% | 1609 |
|
|
2013
Q2 | $36K | Buy |
+907
| New | +$36K | ﹤0.01% | 1571 |
|