Stevens First Principles Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $59K | Sell |
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|
2018
Q3 | $161K | Hold |
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|
2018
Q2 | $165K | Hold |
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|
2018
Q1 | $169K | Hold |
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|
2017
Q4 | $174K | Hold |
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|
2017
Q3 | $142K | Hold |
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|
2017
Q2 | $140K | Hold |
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|
2017
Q1 | $143K | Hold |
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|
2016
Q4 | $144K | Hold |
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|
2016
Q3 | $137K | Hold |
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|
2016
Q2 | $138K | Hold |
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|
2016
Q1 | $130K | Hold |
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|
2015
Q4 | $119K | Hold |
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|
2015
Q3 | $133K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $157K | Sell |
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|
2014
Q3 | $1.95M | Hold |
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|
2014
Q2 | $2.11M | Hold |
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|
2014
Q1 | $2.01M | Sell |
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|
2013
Q4 | $1.93M | Sell |
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|
2013
Q3 | $1.75M | Buy |
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|
2013
Q2 | $1.44M | Buy |
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