Summit Global Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-44,484
| Closed | -$1.41M | – | 613 |
|
|
2023
Q4 | $1.41M | Buy |
+44,484
| New | +$1.41M | 0.09% | 174 |
|
|
2019
Q1 | – | Sell |
-77,815
| Closed | -$3.66M | – | 309 |
|
|
2018
Q4 | $3.66M | Buy |
+77,815
| New | +$3.66M | 0.57% | 58 |
|
|
2018
Q1 | – | Sell |
-9,800
| Closed | -$644K | – | 316 |
|
|
2017
Q4 | $644K | Buy |
+9,800
| New | +$644K | 0.1% | 130 |
|