Duality Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,061
| Closed | -$891K | – | 766 |
|
|
2023
Q4 | $891K | Buy |
28,061
+11,683
| +71% | +$371K | 0.09% | 321 |
|
|
2023
Q3 | $609K | Sell |
16,378
-12,264
| -43% | -$456K | 0.07% | 383 |
|
|
2023
Q2 | $975K | Buy |
28,642
+20,608
| +257% | +$701K | 0.12% | 292 |
|
|
2023
Q1 | $311K | Buy |
+8,034
| New | +$311K | 0.04% | 480 |
|
|
2022
Q4 | – | Sell |
-18,520
| Closed | -$696K | – | 802 |
|
|
2022
Q3 | $696K | Buy |
18,520
+584
| +3% | +$21.9K | 0.08% | 366 |
|
|
2022
Q2 | $857K | Buy |
+17,936
| New | +$857K | 0.08% | 383 |
|