KB Financial Partners’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 |
-7,480
| Closed | -$290K | – | 640 |
|
|
2023
Q1 | $290K | Buy |
7,480
+1,135
| +18% | +$44K | 0.09% | 146 |
|
|
2022
Q4 | $254K | Sell |
6,345
-361
| -5% | -$14.5K | 0.09% | 147 |
|
|
2022
Q3 | $252K | Buy |
6,706
+955
| +17% | +$35.9K | 0.09% | 145 |
|
|
2022
Q2 | $275K | Sell |
5,751
-714
| -11% | -$34.1K | 0.1% | 137 |
|
|
2022
Q1 | $343K | Buy |
6,465
+698
| +12% | +$37K | 0.09% | 118 |
|
|
2021
Q4 | $330K | Buy |
5,767
+265
| +5% | +$15.2K | 0.09% | 121 |
|
|
2021
Q3 | $287K | Buy |
5,502
+1,223
| +29% | +$63.8K | 0.11% | 126 |
|
|
2021
Q2 | $258K | Buy |
+4,279
| New | +$258K | 0.1% | 129 |
|