Moloney Securities Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,125
| Closed | -$237K | – | 456 |
|
|
2023
Q1 | $237K | Sell |
6,125
-373
| -6% | -$14.5K | 0.04% | 360 |
|
|
2022
Q4 | $260K | Sell |
6,498
-1,500
| -19% | -$60.1K | 0.06% | 314 |
|
|
2022
Q3 | $300K | Hold |
7,998
| – | – | 0.07% | 267 |
|
|
2022
Q2 | $382K | Sell |
7,998
-19,300
| -71% | -$922K | 0.09% | 237 |
|
|
2022
Q1 | $1.45M | Buy |
27,298
+2,598
| +11% | +$138K | 0.28% | 100 |
|
|
2021
Q4 | $1.42M | Sell |
24,700
-1,100
| -4% | -$63K | 0.24% | 105 |
|
|
2021
Q3 | $1.35M | Sell |
25,800
-800
| -3% | -$41.8K | 0.25% | 109 |
|
|
2021
Q2 | $1.6M | Hold |
26,600
| – | – | 0.29% | 94 |
|
|
2021
Q1 | $1.44M | Hold |
26,600
| – | – | 0.28% | 94 |
|
|
2020
Q4 | $1.22M | Buy |
+26,600
| New | +$1.22M | 0.27% | 98 |
|
|
2020
Q3 | – | Sell |
-13,950
| Closed | -$544K | – | 353 |
|
|
2020
Q2 | $544K | Buy |
+13,950
| New | +$544K | 0.16% | 147 |
|