Next Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-13
| Closed | -$1K | – | 3000 |
|
2021
Q3 | $1K | Sell |
13
-5,401
| -100% | -$415K | ﹤0.01% | 2697 |
|
2021
Q2 | $326K | Sell |
5,414
-321
| -6% | -$19.3K | 0.03% | 638 |
|
2021
Q1 | $311K | Buy |
5,735
+5,471
| +2,072% | +$297K | 0.03% | 619 |
|
2020
Q4 | $12K | Buy |
+264
| New | +$12K | ﹤0.01% | 1733 |
|
2020
Q1 | – | Sell |
-5,380
| Closed | -$263K | – | 2441 |
|
2019
Q4 | $263K | Sell |
5,380
-619
| -10% | -$30.3K | 0.03% | 592 |
|
2019
Q3 | $264K | Sell |
5,999
-1,438
| -19% | -$63.3K | 0.03% | 558 |
|
2019
Q2 | $341K | Buy |
+7,437
| New | +$341K | 0.04% | 477 |
|