Wright Investors Service’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
Q2 | – | Sell |
-3,535
| Closed | -$216K | – | 218 |
|
2015
Q1 | $216K | Sell |
3,535
-175
| -5% | -$10.7K | 0.1% | 197 |
|
2014
Q4 | $220K | Sell |
3,710
-10,054
| -73% | -$596K | 0.11% | 202 |
|
2014
Q3 | $772K | Sell |
13,764
-1,215
| -8% | -$68.1K | 0.38% | 86 |
|
2014
Q2 | $908K | Buy |
14,979
+2,290
| +18% | +$139K | 0.41% | 80 |
|
2014
Q1 | $731K | Buy |
12,689
+1,145
| +10% | +$66K | 0.33% | 107 |
|
2013
Q4 | $637K | Buy |
11,544
+3,900
| +51% | +$215K | 0.28% | 118 |
|
2013
Q3 | $365K | Buy |
7,644
+1,505
| +25% | +$71.9K | 0.17% | 169 |
|
2013
Q2 | $246K | Buy |
+6,139
| New | +$246K | 0.12% | 193 |
|