Geneos Wealth 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
2022 Q2	–	Sell	-250	Closed	-$13K	–	2811
2022 Q1	$13K	Hold	250	–	–	﹤0.01%	1990
2021 Q4	$14K	Sell	250 -250	-50%	-$14K	﹤0.01%	2057
2021 Q3	$26K	Hold	500	–	–	﹤0.01%	1795
2021 Q2	$30K	Hold	500	–	–	﹤0.01%	1723
2021 Q1	$28K	Hold	500	–	–	﹤0.01%	1908
2020 Q4	$27K	Hold	500	–	–	﹤0.01%	1749
2020 Q3	$15K	Hold	500	–	–	﹤0.01%	1803
2020 Q2	$19K	Hold	500	–	–	﹤0.01%	1651
2020 Q1	$18K	Hold	500	–	–	﹤0.01%	1558
2019 Q4	$24K	Hold	500	–	–	﹤0.01%	1611
2019 Q3	$21K	Hold	500	–	–	﹤0.01%	1592
2019 Q2	$22K	Hold	500	–	–	﹤0.01%	1593
2019 Q1	$22K	Sell	500 -246	-33%	-$10.8K	﹤0.01%	1539
2018 Q4	$34K	Buy	746 +246	+49%	+$11.2K	﹤0.01%	1281
2018 Q3	$30K	Hold	500	–	–	﹤0.01%	1414
2018 Q2	$31K	Hold	500	–	–	﹤0.01%	1272
2018 Q1	$31K	Hold	500	–	–	﹤0.01%	1216
2017 Q4	$32K	Hold	500	–	–	﹤0.01%	1205
2017 Q3	$26K	Hold	500	–	–	﹤0.01%	1234
2017 Q2	$26K	Hold	500	–	–	﹤0.01%	1180
2017 Q1	$26K	Buy	+500	New	+$26K	﹤0.01%	1149