Mission Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,629
| Closed | -$443K | – | 672 |
|
|
2024
Q1 | $443K | Buy |
11,629
+350
| +3% | +$13.3K | 0.01% | 441 |
|
|
2023
Q4 | $358K | Buy |
11,279
+1,363
| +14% | +$43.3K | 0.01% | 424 |
|
|
2023
Q3 | $369K | Buy |
9,916
+240
| +2% | +$8.92K | 0.01% | 392 |
|
|
2023
Q2 | $329K | Buy |
9,676
+399
| +4% | +$13.6K | 0.01% | 419 |
|
|
2023
Q1 | $360K | Buy |
9,277
+161
| +2% | +$6.24K | 0.02% | 390 |
|
|
2022
Q4 | $365K | Buy |
9,116
+723
| +9% | +$29K | 0.02% | 374 |
|
|
2022
Q3 | $315K | Buy |
8,393
+1,458
| +21% | +$54.7K | 0.02% | 369 |
|
|
2022
Q2 | $331K | Buy |
+6,935
| New | +$331K | 0.02% | 366 |
|