Schubert & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$466 | – | 1522 |
|
|
2023
Q1 | $466 | Buy |
12
+1
| +9% | +$39 | ﹤0.01% | 1430 |
|
|
2022
Q4 | $441 | Sell |
11
-3
| -21% | -$120 | ﹤0.01% | 1417 |
|
|
2022
Q3 | $1K | Sell |
14
-9
| -39% | -$643 | ﹤0.01% | 1308 |
|
|
2022
Q2 | $1K | Buy |
23
+15
| +188% | +$652 | ﹤0.01% | 1360 |
|
|
2022
Q1 | $0 | Buy |
8
+2
| +33% | – | ﹤0.01% | 1365 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1314 |
|