MSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $15K | Hold |
268
| – | – | ﹤0.01% | 2582 |
|
|
2016
Q3 | $14K | Hold |
268
| – | – | ﹤0.01% | 2608 |
|
|
2016
Q2 | $14K | Hold |
268
| – | – | ﹤0.01% | 2569 |
|
|
2016
Q1 | $13K | Hold |
268
| – | – | ﹤0.01% | 2597 |
|
|
2015
Q4 | $12K | Hold |
268
| – | – | ﹤0.01% | 2614 |
|
|
2015
Q3 | $13K | Hold |
268
| – | – | ﹤0.01% | 1964 |
|
|
2015
Q2 | $15K | Sell |
268
-310
| -54% | -$17.4K | ﹤0.01% | 1933 |
|
|
2015
Q1 | $35K | Hold |
578
| – | – | ﹤0.01% | 1514 |
|
|
2014
Q4 | $34K | Sell |
578
-2,750
| -83% | -$162K | ﹤0.01% | 1257 |
|
|
2014
Q3 | $187K | Hold |
3,328
| – | – | 0.02% | 608 |
|
|
2014
Q2 | $202K | Hold |
3,328
| – | – | 0.03% | 570 |
|
|
2014
Q1 | $192K | Hold |
3,328
| – | – | 0.03% | 542 |
|
|
2013
Q4 | $184K | Sell |
3,328
-250
| -7% | -$13.8K | 0.03% | 525 |
|
|
2013
Q3 | $171K | Buy |
3,578
+514
| +17% | +$24.6K | 0.03% | 493 |
|
|
2013
Q2 | $123K | Buy |
+3,064
| New | +$123K | 0.02% | 574 |
|