ACG Wealth’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-22,917
| Closed | -$986K | – | 234 |
|
|
2015
Q2 | $986K | Sell |
22,917
-623
| -3% | -$26.8K | 0.25% | 92 |
|
|
2015
Q1 | $1.12M | Buy |
23,540
+3,256
| +16% | +$154K | 0.29% | 91 |
|
|
2014
Q4 | $1.11M | Buy |
20,284
+329
| +2% | +$18K | 0.3% | 86 |
|
|
2014
Q3 | $1.36M | Sell |
19,955
-19,973
| -50% | -$1.36M | 0.38% | 78 |
|
|
2014
Q2 | $3.06M | Buy |
39,928
+20,117
| +102% | +$1.54M | 0.58% | 60 |
|
|
2014
Q1 | $1.52M | Sell |
19,811
-13,815
| -41% | -$1.06M | 0.45% | 66 |
|
|
2013
Q4 | $2.32M | Buy |
33,626
+10,221
| +44% | +$705K | 0.59% | 61 |
|
|
2013
Q3 | $1.55M | Buy |
+23,405
| New | +$1.55M | 0.64% | 53 |
|