Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 1948 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2198 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2268 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2274 |
|
|
2021
Q3 | $0 | Sell |
2
-6
| -75% | – | ﹤0.01% | 2262 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 2180 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 2100 |
|
|
2020
Q4 | $0 | Sell |
8
-10
| -56% | – | ﹤0.01% | 2018 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q2 | $1K | Buy |
18
+7
| +64% | +$389 | ﹤0.01% | 1603 |
|
|
2020
Q1 | $0 | Sell |
11
-5
| -31% | – | ﹤0.01% | 1778 |
|
|
2019
Q4 | $1K | Buy |
16
+6
| +60% | +$375 | ﹤0.01% | 1274 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1445 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1286 |
|