Mirabella Financial Services’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
Q4 | – | Sell |
-10,854
| Closed | -$403K | – | 604 |
|
2023
Q3 | $403K | Buy |
+10,854
| New | +$403K | 0.06% | 244 |
|
2023
Q2 | – | Sell |
-7,250
| Closed | -$281K | – | 669 |
|
2023
Q1 | $281K | Buy |
+7,250
| New | +$281K | 0.04% | 283 |
|
2022
Q3 | – | Sell |
-7,646
| Closed | -$365K | – | 568 |
|
2022
Q2 | $365K | Buy |
+7,646
| New | +$365K | 0.04% | 296 |
|
2021
Q2 | – | Sell |
-20,134
| Closed | -$1.09M | – | 418 |
|
2021
Q1 | $1.09M | Buy |
+20,134
| New | +$1.09M | 0.34% | 81 |
|