Integrated Investment Consultants’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 |
-4,100
| Closed | -$217K | – | 293 |
|
|
2022
Q1 | $217K | Hold |
4,100
| – | – | 0.06% | 269 |
|
|
2021
Q4 | $235K | Hold |
4,100
| – | – | 0.06% | 263 |
|
|
2021
Q3 | $214K | Hold |
4,100
| – | – | 0.06% | 266 |
|
|
2021
Q2 | $247K | Buy |
+4,100
| New | +$247K | 0.07% | 234 |
|
|
2018
Q2 | – | Sell |
-1,725
| Closed | -$110K | – | 705 |
|
|
2018
Q1 | $110K | Buy |
+1,725
| New | +$110K | 0.04% | 311 |
|
|
2017
Q3 | $110K | Hold |
2,050
| – | – | 0.05% | 280 |
|
|
2017
Q2 | $108K | Hold |
2,050
| – | – | 0.05% | 281 |
|
|
2017
Q1 | $110K | Hold |
2,050
| – | – | 0.05% | 268 |
|
|
2016
Q4 | $112K | Buy |
2,050
+75
| +4% | +$4.1K | 0.05% | 245 |
|
|
2016
Q3 | $101K | Buy |
1,975
+225
| +13% | +$11.5K | 0.05% | 262 |
|
|
2016
Q2 | $91K | Buy |
1,750
+1,025
| +141% | +$53.3K | 0.05% | 288 |
|
|
2016
Q1 | $34K | Buy |
+725
| New | +$34K | 0.02% | 398 |
|