IndexIQ 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-5,587
| Closed | -$255K | – | 1329 |
|
2020
Q4 | $255K | Buy |
5,587
+577
| +12% | +$26.3K | 0.01% | 790 |
|
2020
Q3 | $159K | Buy |
5,010
+271
| +6% | +$8.6K | 0.01% | 815 |
|
2020
Q2 | $185K | Sell |
4,739
-285
| -6% | -$11.1K | 0.01% | 667 |
|
2020
Q1 | $188K | Buy |
+5,024
| New | +$188K | 0.01% | 489 |
|