WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-32
| Closed | -$2K | – | 2084 |
|
|
2014
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1868 |
|
|
2014
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1885 |
|
|
2014
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 1827 |
|
|
2014
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 1815 |
|
|
2013
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1994 |
|
|
2013
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1962 |
|
|
2013
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1998 |
|