WBI Investments’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 |
-7,972
| Closed | -$387K | – | 206 |
|
|
2019
Q4 | $387K | Sell |
7,972
-1,240
| -13% | -$60.2K | 0.04% | 161 |
|
|
2019
Q3 | $405K | Sell |
9,212
-24,256
| -72% | -$1.07M | 0.04% | 166 |
|
|
2019
Q2 | $1.54M | Buy |
+33,468
| New | +$1.54M | 0.13% | 131 |
|
|
2018
Q2 | – | Sell |
-44,014
| Closed | -$2.8M | – | 311 |
|
|
2018
Q1 | $2.8M | Buy |
44,014
+22,909
| +109% | +$1.46M | 0.14% | 91 |
|
|
2017
Q4 | $1.39M | Sell |
21,105
-967
| -4% | -$63.6K | 0.06% | 183 |
|
|
2017
Q3 | $1.18M | Buy |
+22,072
| New | +$1.18M | 0.05% | 183 |
|