J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,368
| Closed | -$712K | – | 1921 |
|
|
2023
Q1 | $712K | Sell |
18,368
-731
| -4% | -$28.3K | ﹤0.01% | 1330 |
|
|
2022
Q4 | $765K | Sell |
19,099
-1,090
| -5% | -$43.7K | ﹤0.01% | 1279 |
|
|
2022
Q3 | $758K | Buy |
20,189
+233
| +1% | +$8.75K | ﹤0.01% | 1270 |
|
|
2022
Q2 | $953K | Buy |
+19,956
| New | +$953K | ﹤0.01% | 1162 |
|
|
2022
Q1 | – | Sell |
-18,001
| Closed | -$1.03M | – | 2083 |
|
|
2021
Q4 | $1.03M | Sell |
18,001
-2,838
| -14% | -$163K | ﹤0.01% | 1226 |
|
|
2021
Q3 | $1.09M | Buy |
20,839
+389
| +2% | +$20.3K | ﹤0.01% | 1172 |
|
|
2021
Q2 | $1.23M | Buy |
20,450
+2,108
| +11% | +$127K | ﹤0.01% | 1098 |
|
|
2021
Q1 | $994K | Buy |
18,342
+3,533
| +24% | +$191K | ﹤0.01% | 1038 |
|
|
2020
Q4 | $676K | Buy |
14,809
+985
| +7% | +$45K | ﹤0.01% | 1164 |
|
|
2020
Q3 | $438K | Sell |
13,824
-853
| -6% | -$27K | ﹤0.01% | 1209 |
|
|
2020
Q2 | $572K | Buy |
+14,677
| New | +$572K | ﹤0.01% | 1029 |
|