WhitTier Trust Company’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
Q3 | – | Sell |
-1,000
| Closed | -$46K | – | 1016 |
|
|
2019
Q2 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 606 |
|
|
2019
Q1 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 607 |
|
|
2018
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
|
2018
Q3 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 577 |
|
|
2018
Q2 | $62K | Hold |
1,000
| – | – | ﹤0.01% | 567 |
|
|
2018
Q1 | $64K | Hold |
1,000
| – | – | 0.01% | 562 |
|
|
2017
Q4 | $66K | Hold |
1,000
| – | – | 0.01% | 534 |
|
|
2017
Q3 | $54K | Hold |
1,000
| – | – | 0.01% | 531 |
|
|
2017
Q2 | $53K | Hold |
1,000
| – | – | 0.01% | 532 |
|
|
2017
Q1 | $54K | Hold |
1,000
| – | – | 0.01% | 514 |
|
|
2016
Q4 | $55K | Hold |
1,000
| – | – | 0.01% | 514 |
|
|
2016
Q3 | $52K | Hold |
1,000
| – | – | 0.01% | 518 |
|
|
2016
Q2 | $52K | Hold |
1,000
| – | – | 0.01% | 517 |
|
|
2016
Q1 | $49K | Hold |
1,000
| – | – | 0.01% | 527 |
|
|
2015
Q4 | $45K | Hold |
1,000
| – | – | 0.01% | 532 |
|
|
2015
Q3 | $50K | Hold |
1,000
| – | – | 0.01% | 514 |
|
|
2015
Q2 | $54K | Hold |
1,000
| – | – | 0.01% | 525 |
|
|
2015
Q1 | $61K | Hold |
1,000
| – | – | 0.01% | 507 |
|
|
2014
Q4 | $59K | Hold |
1,000
| – | – | 0.01% | 509 |
|
|
2014
Q3 | $56K | Hold |
1,000
| – | – | 0.01% | 517 |
|
|
2014
Q2 | $61K | Hold |
1,000
| – | – | 0.01% | 519 |
|
|
2014
Q1 | $58K | Hold |
1,000
| – | – | 0.01% | 530 |
|
|
2013
Q4 | $55K | Hold |
1,000
| – | – | 0.01% | 525 |
|
|
2013
Q3 | $48K | Hold |
1,000
| – | – | 0.01% | 519 |
|
|
2013
Q2 | $40K | Buy |
+1,000
| New | +$40K | 0.01% | 534 |
|