JP Morgan Private Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $712K | Sell |
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|
2022
Q4 | $765K | Sell |
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|
2022
Q3 | $758K | Buy |
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|
2022
Q2 | $953K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $994K | Buy |
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|
2020
Q4 | $676K | Buy |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $572K | Buy |
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