Systematic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-20,335
| Closed | -$933K | – | 641 |
|
|
2019
Q2 | $933K | Sell |
20,335
-3,630
| -15% | -$167K | 0.04% | 339 |
|
|
2019
Q1 | $1.06M | Buy |
23,965
+1,320
| +6% | +$58.4K | 0.04% | 481 |
|
|
2018
Q4 | $1.06M | Buy |
+22,645
| New | +$1.06M | 0.03% | 451 |
|
|
2015
Q4 | – | Sell |
-42,346
| Closed | -$2.12M | – | 664 |
|
|
2015
Q3 | $2.12M | Sell |
42,346
-805
| -2% | -$40.3K | 0.02% | 423 |
|
|
2015
Q2 | $2.35M | Buy |
+43,151
| New | +$2.35M | 0.02% | 565 |
|
|
2014
Q4 | – | Sell |
-38,815
| Closed | -$2.18M | – | 728 |
|
|
2014
Q3 | $2.18M | Buy |
38,815
+6,055
| +18% | +$340K | 0.02% | 505 |
|
|
2014
Q2 | $1.98M | Buy |
+32,760
| New | +$1.98M | 0.01% | 440 |
|