Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $41 | Hold |
1
| – | – | ﹤0.01% | 1078 |
|
|
2024
Q1 | $39 | Sell |
1
-8
| -89% | -$312 | ﹤0.01% | 1083 |
|
|
2023
Q4 | $286 | Sell |
9
-239
| -96% | -$7.6K | ﹤0.01% | 1034 |
|
|
2023
Q3 | $9.22K | Sell |
248
-56
| -18% | -$2.08K | ﹤0.01% | 651 |
|
|
2023
Q2 | $10.3K | Sell |
304
-101
| -25% | -$3.44K | ﹤0.01% | 563 |
|
|
2023
Q1 | $15.5K | Sell |
405
-134
| -25% | -$5.11K | ﹤0.01% | 494 |
|
|
2022
Q4 | $23.5K | Sell |
539
-87
| -14% | -$3.79K | 0.01% | 431 |
|
|
2022
Q3 | $23K | Buy |
626
+138
| +28% | +$5.07K | 0.01% | 438 |
|
|
2022
Q2 | $25K | Sell |
488
-92
| -16% | -$4.71K | 0.01% | 438 |
|
|
2022
Q1 | $31K | Hold |
580
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $33K | Sell |
580
-87
| -13% | -$4.95K | 0.01% | 392 |
|
|
2021
Q3 | $35K | Hold |
667
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $40K | Buy |
667
+45
| +7% | +$2.7K | 0.01% | 298 |
|
|
2021
Q1 | $34K | Buy |
622
+150
| +32% | +$8.2K | 0.01% | 305 |
|
|
2020
Q4 | $22K | Buy |
472
+440
| +1,375% | +$20.5K | 0.01% | 338 |
|
|
2020
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 619 |
|