SWA
Sutton Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-8
| Closed | -$458 | – | 1732 |
|
2021
Q4 | $458 | Buy |
+8
| New | +$458 | ﹤0.01% | 1546 |
|
2020
Q1 | – | Sell |
-34
| Closed | -$1.65K | – | 1265 |
|
2019
Q4 | $1.65K | Hold |
34
| – | – | ﹤0.01% | 1078 |
|
2019
Q3 | $1.49K | Buy |
+34
| New | +$1.49K | ﹤0.01% | 1086 |
|