Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,484
| Closed | -$703K | – | 512 |
|
|
2019
Q4 | $703K | Hold |
14,484
| – | – | 0.06% | 299 |
|
|
2019
Q3 | $636K | Buy |
14,484
+6,283
| +77% | +$276K | 0.06% | 306 |
|
|
2019
Q2 | $376K | Buy |
8,201
+344
| +4% | +$15.8K | 0.04% | 424 |
|
|
2019
Q1 | $347K | Buy |
+7,857
| New | +$347K | 0.03% | 440 |
|
|
2018
Q4 | – | Sell |
-4,224
| Closed | -$256K | – | 654 |
|
|
2018
Q3 | $256K | Buy |
+4,224
| New | +$256K | 0.02% | 550 |
|