Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10
| Closed | – | – | 724 |
|
|
2020
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 867 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | – | – | 842 |
|
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 890 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$3K | – | 1048 |
|
|
2019
Q4 | $3K | Hold |
78
| – | – | ﹤0.01% | 551 |
|
|
2019
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 487 |
|