Walthausen & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-145,970
| Closed | -$7.08M | – | 139 |
|
|
2019
Q4 | $7.08M | Sell |
145,970
-17,920
| -11% | -$869K | 0.93% | 49 |
|
|
2019
Q3 | $7.2M | Buy |
163,890
+24,530
| +18% | +$1.08M | 1% | 53 |
|
|
2019
Q2 | $6.39M | Sell |
139,360
-15,890
| -10% | -$729K | 0.84% | 56 |
|
|
2019
Q1 | $6.87M | Buy |
155,250
+65,364
| +73% | +$2.89M | 0.89% | 52 |
|
|
2018
Q4 | $4.22M | Sell |
89,886
-14,804
| -14% | -$695K | 0.58% | 84 |
|
|
2018
Q3 | $6.34M | Buy |
+104,690
| New | +$6.34M | 0.61% | 87 |
|
|
2018
Q1 | $7.75M | Sell |
121,580
-5,270
| -4% | -$336K | 0.76% | 57 |
|
|
2017
Q4 | $8.34M | Buy |
+126,850
| New | +$8.34M | 0.79% | 54 |
|