TD Private Client Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8
| Closed | -$300 | – | 1267 |
|
|
2022
Q3 | $300 | Hold |
8
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q2 | $382 | Hold |
8
| – | – | ﹤0.01% | 1207 |
|
|
2022
Q1 | $424 | Hold |
8
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q4 | $458 | Sell |
8
-22
| -73% | -$1.26K | ﹤0.01% | 1140 |
|
|
2021
Q3 | $1.57K | Hold |
30
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q2 | $1.81K | Buy |
30
+2
| +7% | +$120 | ﹤0.01% | 1049 |
|
|
2021
Q1 | $1.52K | Buy |
28
+6
| +27% | +$325 | ﹤0.01% | 1022 |
|
|
2020
Q4 | $1.01K | Sell |
22
-29
| -57% | -$1.33K | ﹤0.01% | 1017 |
|
|
2020
Q3 | $1.62K | Buy |
51
+22
| +76% | +$698 | ﹤0.01% | 933 |
|
|
2020
Q2 | $1.13K | Hold |
29
| – | – | ﹤0.01% | 946 |
|
|
2020
Q1 | $1.09K | Buy |
+29
| New | +$1.09K | ﹤0.01% | 927 |
|