Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-724
| Closed | -$32K | – | 2088 |
|
|
2019
Q1 | $32K | Sell |
724
-65
| -8% | -$2.87K | ﹤0.01% | 1085 |
|
|
2018
Q4 | $37K | Sell |
789
-34
| -4% | -$1.59K | ﹤0.01% | 979 |
|
|
2018
Q3 | $50K | Buy |
823
+95
| +13% | +$5.77K | ﹤0.01% | 977 |
|
|
2018
Q2 | $45K | Buy |
728
+12
| +2% | +$742 | ﹤0.01% | 1014 |
|
|
2018
Q1 | $46K | Sell |
716
-94
| -12% | -$6.04K | ﹤0.01% | 1021 |
|
|
2017
Q4 | $53K | Buy |
810
+76
| +10% | +$4.97K | 0.01% | 980 |
|
|
2017
Q3 | $39K | Buy |
734
+120
| +20% | +$6.38K | ﹤0.01% | 1063 |
|
|
2017
Q2 | $32K | Hold |
614
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q1 | $33K | Sell |
614
-15
| -2% | -$806 | ﹤0.01% | 930 |
|
|
2016
Q4 | $34K | Sell |
629
-86
| -12% | -$4.65K | 0.01% | 874 |
|
|
2016
Q3 | $37K | Buy |
715
+106
| +17% | +$5.49K | 0.01% | 869 |
|
|
2016
Q2 | $32K | Buy |
609
+133
| +28% | +$6.99K | 0.01% | 849 |
|
|
2016
Q1 | $24K | Buy |
476
+50
| +12% | +$2.52K | ﹤0.01% | 911 |
|
|
2015
Q4 | $20K | Buy |
+426
| New | +$20K | ﹤0.01% | 973 |
|