Laird Norton Wetherby Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,125
| Closed | -$297K | – | 748 |
|
|
2019
Q4 | $297K | Hold |
6,125
| – | – | 0.03% | 541 |
|
|
2019
Q3 | $269K | Buy |
6,125
+60
| +1% | +$2.64K | 0.03% | 580 |
|
|
2019
Q2 | $278K | Hold |
6,065
| – | – | 0.03% | 565 |
|
|
2019
Q1 | $268K | Hold |
6,065
| – | – | 0.03% | 547 |
|
|
2018
Q4 | $285K | Sell |
6,065
-2,000
| -25% | -$94K | 0.04% | 481 |
|
|
2018
Q3 | $489K | Hold |
8,065
| – | – | 0.06% | 372 |
|
|
2018
Q2 | $503K | Hold |
8,065
| – | – | 0.07% | 339 |
|
|
2018
Q1 | $514K | Buy |
+8,065
| New | +$514K | 0.07% | 339 |
|