Donoghue Forlines’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-18,797
| Closed | -$1.13M | – | 247 |
|
|
2021
Q2 | $1.13M | Sell |
18,797
-3,036
| -14% | -$183K | 0.21% | 120 |
|
|
2021
Q1 | $1.18M | Buy |
21,833
+17,210
| +372% | +$933K | 0.23% | 123 |
|
|
2020
Q4 | $211K | Buy |
+4,623
| New | +$211K | 0.04% | 228 |
|
|
2020
Q1 | – | Sell |
-9,846
| Closed | -$478K | – | 142 |
|
|
2019
Q4 | $478K | Sell |
9,846
-1,378
| -12% | -$66.9K | 0.07% | 133 |
|
|
2019
Q3 | $493K | Sell |
11,224
-2,829
| -20% | -$124K | 0.07% | 152 |
|
|
2019
Q2 | $644K | Buy |
+14,053
| New | +$644K | 0.08% | 153 |
|