Verity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,261
| Closed | -$383K | – | 194 |
|
|
2023
Q2 | $383K | Buy |
11,261
+5,416
| +93% | +$184K | 0.28% | 95 |
|
|
2023
Q1 | $227K | Sell |
5,845
-114
| -2% | -$4.42K | 0.14% | 153 |
|
|
2022
Q4 | $239K | Sell |
5,959
-542
| -8% | -$21.7K | 0.2% | 146 |
|
|
2022
Q3 | $244K | Buy |
+6,501
| New | +$244K | 0.25% | 131 |
|
|
2022
Q1 | $590K | Buy |
11,118
+3,491
| +46% | +$185K | 0.37% | 81 |
|
|
2021
Q4 | $437K | Buy |
+7,627
| New | +$437K | 0.26% | 114 |
|
|
2021
Q2 | – | Sell |
-7,330
| Closed | -$397K | – | 252 |
|
|
2021
Q1 | $397K | Sell |
7,330
-643
| -8% | -$34.8K | 0.24% | 123 |
|
|
2020
Q4 | $364K | Buy |
+7,973
| New | +$364K | 0.25% | 102 |
|