LA
Lucus Advisors’s John Wiley & Sons Class A WLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,501
| Closed | -$348K | – | 254 |
|
|
2017
Q3 | $348K | Buy |
+6,501
| New | +$348K | 0.49% | 100 |
|
|
2016
Q1 | – | Sell |
-9,216
| Closed | -$415K | – | 361 |
|
|
2015
Q4 | $415K | Buy |
9,216
+185
| +2% | +$8.33K | 0.25% | 149 |
|
|
2015
Q3 | $452K | Buy |
9,031
+217
| +2% | +$10.9K | 0.25% | 117 |
|
|
2015
Q2 | $479K | Buy |
+8,814
| New | +$479K | 0.23% | 248 |
|