Proficio Capital 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
Q3 | – | Sell |
-42
| Closed | -$2K | – | 1552 |
|
|
2019
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q1 | $2K | Buy |
42
+2
| +5% | +$95 | ﹤0.01% | 1422 |
|
|
2018
Q4 | $2K | Buy |
40
+13
| +48% | +$650 | ﹤0.01% | 1052 |
|
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q2 | $2K | Sell |
27
-5
| -16% | -$370 | ﹤0.01% | 1146 |
|
|
2018
Q1 | $2K | Sell |
32
-1
| -3% | -$63 | ﹤0.01% | 1142 |
|
|
2017
Q4 | $2K | Sell |
33
-10
| -23% | -$606 | ﹤0.01% | 1126 |
|
|
2017
Q3 | $2K | Buy |
43
+2
| +5% | +$93 | ﹤0.01% | 1114 |
|
|
2017
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 1108 |
|
|
2017
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q4 | $2K | Buy |
41
+2
| +5% | +$98 | ﹤0.01% | 947 |
|
|
2016
Q3 | $2K | Buy |
39
+24
| +160% | +$1.23K | ﹤0.01% | 889 |
|
|
2016
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 958 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 961 |
|