Integrated Wealth Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,900
| Closed | -$300K | – | 94 |
|
|
2015
Q1 | $300K | Buy |
+4,900
| New | +$300K | 0.38% | 18 |
|
|
2014
Q3 | – | Sell |
-4,900
| Closed | -$297K | – | 89 |
|
|
2014
Q2 | $297K | Hold |
4,900
| – | – | 0.23% | 31 |
|
|
2014
Q1 | $282K | Hold |
4,900
| – | – | 0.22% | 49 |
|
|
2013
Q4 | $270K | Hold |
4,900
| – | – | 0.2% | 52 |
|
|
2013
Q3 | $234K | Hold |
4,900
| – | – | 0.17% | 55 |
|
|
2013
Q2 | $196K | Buy |
+4,900
| New | +$196K | 0.14% | 62 |
|