Welch & Forbes’s John Wiley & Sons Class B WLYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,500
| Closed | -$214K | – | 335 |
|
|
2015
Q1 | $214K | Hold |
3,500
| – | – | 0.01% | 314 |
|
|
2014
Q4 | $207K | Sell |
3,500
-100
| -3% | -$5.91K | 0.01% | 329 |
|
|
2014
Q3 | $202K | Hold |
3,600
| – | – | 0.01% | 339 |
|
|
2014
Q2 | $218K | Hold |
3,600
| – | – | 0.01% | 315 |
|
|
2014
Q1 | $207K | Sell |
3,600
-400
| -10% | -$23K | 0.01% | 320 |
|
|
2013
Q4 | $220K | Buy |
+4,000
| New | +$220K | 0.01% | 302 |
|