FinTrust Capital Advisors’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
Q3 | $59.3K | Buy |
1,230
+158
| +15% | +$7.62K | 0.01% | 528 |
|
|
2024
Q2 | $43.6K | Buy |
+1,072
| New | +$43.6K | 0.01% | 559 |
|
|
2022
Q2 | – | Sell |
-652
| Closed | -$35K | – | 1320 |
|
|
2022
Q1 | $35K | Buy |
652
+45
| +7% | +$2.42K | 0.01% | 629 |
|
|
2021
Q4 | $35K | Hold |
607
| – | – | 0.01% | 605 |
|
|
2021
Q3 | $32K | Buy |
607
+6
| +1% | +$316 | 0.01% | 626 |
|
|
2021
Q2 | $36K | Sell |
601
-154
| -20% | -$9.23K | 0.01% | 605 |
|
|
2021
Q1 | $41K | Buy |
+755
| New | +$41K | 0.01% | 566 |
|