CrestPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,400
| Closed | -$503K | – | 221 |
|
|
2017
Q3 | $503K | Buy |
9,400
+800
| +9% | +$42.8K | 0.22% | 148 |
|
|
2017
Q2 | $454K | Hold |
8,600
| – | – | 0.21% | 147 |
|
|
2017
Q1 | $463K | Buy |
+8,600
| New | +$463K | 0.22% | 143 |
|
|
2015
Q2 | – | Sell |
-3,500
| Closed | -$214K | – | 224 |
|
|
2015
Q1 | $214K | Buy |
+3,500
| New | +$214K | 0.11% | 212 |
|