TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$78 | – | 2241 |
|
|
2023
Q1 | $78 | Sell |
2
-100
| -98% | -$3.9K | ﹤0.01% | 2412 |
|
|
2022
Q4 | $4.09K | Buy |
102
+9
| +10% | +$361 | ﹤0.01% | 1660 |
|
|
2022
Q3 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1857 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$6K | – | 2479 |
|
|
2021
Q4 | $6K | Hold |
110
| – | – | ﹤0.01% | 1587 |
|
|
2021
Q3 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 1511 |
|