LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s John Wiley & Sons Class A WLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-471
| Closed | -$21K | – | 723 |
|
|
2019
Q3 | $21K | Buy |
+471
| New | +$21K | ﹤0.01% | 516 |
|
|
2019
Q1 | – | Sell |
-135
| Closed | -$6K | – | 769 |
|
|
2018
Q4 | $6K | Hold |
135
| – | – | ﹤0.01% | 593 |
|
|
2018
Q3 | $8K | Hold |
135
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $8K | Hold |
135
| – | – | ﹤0.01% | 562 |
|
|
2018
Q1 | $9K | Hold |
135
| – | – | ﹤0.01% | 591 |
|
|
2017
Q4 | $9K | Hold |
135
| – | – | ﹤0.01% | 579 |
|
|
2017
Q3 | $7K | Sell |
135
-79
| -37% | -$4.1K | ﹤0.01% | 578 |
|
|
2017
Q2 | $12K | Buy |
214
+79
| +59% | +$4.43K | ﹤0.01% | 535 |
|
|
2017
Q1 | $7K | Hold |
135
| – | – | ﹤0.01% | 572 |
|
|
2016
Q4 | $7K | Hold |
135
| – | – | ﹤0.01% | 553 |
|
|
2016
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 567 |
|
|
2016
Q2 | $7K | Hold |
135
| – | – | ﹤0.01% | 571 |
|
|
2016
Q1 | $7K | Hold |
135
| – | – | ﹤0.01% | 560 |
|
|
2015
Q4 | $6K | Hold |
135
| – | – | ﹤0.01% | 590 |
|
|
2015
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 568 |
|
|
2015
Q2 | $7K | Sell |
135
-165
| -55% | -$8.56K | ﹤0.01% | 568 |
|
|
2015
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 516 |
|
|
2014
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 510 |
|
|
2014
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 489 |
|
|
2014
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 515 |
|
|
2014
Q1 | $17K | Hold |
300
| – | – | ﹤0.01% | 507 |
|
|
2013
Q4 | $17K | Sell |
300
-200
| -40% | -$11.3K | ﹤0.01% | 490 |
|
|
2013
Q3 | $24K | Hold |
500
| – | – | ﹤0.01% | 424 |
|
|
2013
Q2 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 483 |
|