Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-75
| Closed | -$4K | – | 871 |
|
|
2017
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 702 |
|
|
2017
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 739 |
|
|
2016
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 776 |
|
|
2016
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 754 |
|
|
2016
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 689 |
|
|
2016
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 631 |
|
|
2015
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 831 |
|
|
2015
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 622 |
|
|
2015
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 651 |
|
|
2015
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 621 |
|
|
2014
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 701 |
|
|
2014
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 706 |
|
|
2014
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 676 |
|
|
2014
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 506 |
|
|
2013
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 571 |
|
|
2013
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 503 |
|
|
2013
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 510 |
|