Everence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,180
| Closed | -$346K | – | 1046 |
|
|
2024
Q3 | $346K | Hold |
7,180
| – | – | 0.02% | 534 |
|
|
2024
Q2 | $270 | Hold |
7,180
| – | – | 0.02% | 570 |
|
|
2024
Q1 | $274 | Hold |
7,180
| – | – | 0.02% | 596 |
|
|
2023
Q4 | $228K | Hold |
7,180
| – | – | 0.02% | 662 |
|
|
2023
Q3 | $267 | Buy |
+7,180
| New | +$267 | 0.02% | 580 |
|