Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-442
| Closed | -$23K | – | 1007 |
|
|
2016
Q3 | $23K | Hold |
442
| – | – | 0.01% | 573 |
|
|
2016
Q2 | $23K | Hold |
442
| – | – | 0.01% | 567 |
|
|
2016
Q1 | $22K | Hold |
442
| – | – | 0.01% | 539 |
|
|
2015
Q4 | $20K | Hold |
442
| – | – | 0.01% | 587 |
|
|
2015
Q3 | $22K | Hold |
442
| – | – | 0.01% | 556 |
|
|
2015
Q2 | $24K | Hold |
442
| – | – | 0.01% | 562 |
|
|
2015
Q1 | $27K | Buy |
+442
| New | +$27K | 0.01% | 505 |
|