ProVise Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-23,800
| Closed | -$1.44M | – | 321 |
|
|
2014
Q2 | $1.44M | Sell |
23,800
-183
| -0.8% | -$11.1K | 0.31% | 100 |
|
|
2014
Q1 | $1.38M | Buy |
23,983
+400
| +2% | +$23.1K | 0.33% | 84 |
|
|
2013
Q4 | $1.3M | Sell |
23,583
-817
| -3% | -$45.1K | 0.34% | 89 |
|
|
2013
Q3 | $1.16M | Sell |
24,400
-450
| -2% | -$21.4K | 0.33% | 90 |
|
|
2013
Q2 | $996K | Buy |
+24,850
| New | +$996K | 0.29% | 96 |
|