Spectrum Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.14M | Sell |
23,283
-900
| -4% | -$44K | 0.45% | 75 |
|
|
2015
Q4 | $1.09M | Hold |
24,183
| – | – | 0.44% | 77 |
|
|
2015
Q3 | $1.21M | Hold |
24,183
| – | – | 0.5% | 71 |
|
|
2015
Q2 | $1.32M | Sell |
24,183
-2,700
| -10% | -$147K | 0.5% | 69 |
|
|
2015
Q1 | $1.64M | Hold |
26,883
| – | – | 0.58% | 58 |
|
|
2014
Q4 | $1.59M | Hold |
26,883
| – | – | 0.55% | 59 |
|
|
2014
Q3 | $1.51M | Hold |
26,883
| – | – | 0.55% | 63 |
|
|
2014
Q2 | $1.63M | Hold |
26,883
| – | – | 0.56% | 59 |
|
|
2014
Q1 | $1.55M | Sell |
26,883
-400
| -1% | -$23.1K | 0.56% | 61 |
|
|
2013
Q4 | $1.51M | Hold |
27,283
| – | – | 0.53% | 62 |
|
|
2013
Q3 | $1.3M | Hold |
27,283
| – | – | 0.5% | 69 |
|
|
2013
Q2 | $1.09M | Buy |
+27,283
| New | +$1.09M | 0.44% | 73 |
|