JOYN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-408
| Closed | -$19K | – | 1416 |
|
|
2018
Q4 | $19K | Sell |
408
-195
| -32% | -$9.08K | ﹤0.01% | 698 |
|
|
2018
Q3 | $37K | Sell |
603
-112
| -16% | -$6.87K | 0.01% | 485 |
|
|
2018
Q2 | $45K | Sell |
715
-467
| -40% | -$29.4K | 0.01% | 432 |
|
|
2018
Q1 | $75K | Buy |
+1,182
| New | +$75K | 0.02% | 355 |
|