Glassman Wealth Services’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 |
-13
| Closed | -$413 | – | 1831 |
|
|
2023
Q4 | $413 | Hold |
13
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q3 | $483 | Hold |
13
| – | – | ﹤0.01% | 1743 |
|
|
2023
Q2 | $442 | Buy |
+13
| New | +$442 | ﹤0.01% | 1664 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1609 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1074 |
|
|
2019
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1400 |
|