Pratt Collard Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15,615
| Closed | -$733K | – | 114 |
|
|
2018
Q4 | $733K | Sell |
15,615
-575
| -4% | -$27K | 0.67% | 44 |
|
|
2018
Q3 | $981K | Sell |
16,190
-100
| -0.6% | -$6.06K | 0.78% | 44 |
|
|
2018
Q2 | $1.02M | Sell |
16,290
-35
| -0.2% | -$2.18K | 0.88% | 38 |
|
|
2018
Q1 | $1.04M | Hold |
16,325
| – | – | 0.91% | 38 |
|
|
2017
Q4 | $1.07M | Buy |
+16,325
| New | +$1.07M | 0.88% | 36 |
|