AA
Apriem Advisors’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-675
| Closed | -$26K | – | 395 |
|
|
2018
Q2 | $26K | Buy |
+675
| New | +$26K | 0.01% | 312 |
|
|
2017
Q2 | – | Sell |
-1,250
| Closed | -$41K | – | 565 |
|
|
2017
Q1 | $41K | Hold |
1,250
| – | – | 0.01% | 257 |
|
|
2016
Q4 | $48K | Hold |
1,250
| – | – | 0.01% | 234 |
|
|
2016
Q3 | $52K | Hold |
1,250
| – | – | 0.02% | 219 |
|
|
2016
Q2 | $38K | Sell |
1,250
-100
| -7% | -$3.04K | 0.01% | 259 |
|
|
2016
Q1 | $27K | Hold |
1,350
| – | – | 0.01% | 272 |
|
|
2015
Q4 | $39K | Hold |
1,350
| – | – | 0.01% | 222 |
|
|
2015
Q3 | $29K | Buy |
1,350
+1,250
| +1,250% | +$26.9K | 0.01% | 246 |
|
|
2015
Q2 | $4K | Sell |
100
-650
| -87% | -$26K | ﹤0.01% | 532 |
|
|
2015
Q1 | $36K | Hold |
750
| – | – | 0.01% | 240 |
|
|
2014
Q4 | $41K | Sell |
750
-500
| -40% | -$27.3K | 0.02% | 207 |
|
|
2014
Q3 | $85K | Buy |
1,250
+1,150
| +1,150% | +$78.2K | 0.03% | 152 |
|
|
2014
Q2 | $8K | Sell |
100
-850
| -89% | -$68K | ﹤0.01% | 362 |
|
|
2014
Q1 | $73K | Buy |
950
+350
| +58% | +$26.9K | 0.03% | 180 |
|
|
2013
Q4 | $41K | Buy |
600
+300
| +100% | +$20.5K | 0.02% | 226 |
|
|
2013
Q3 | $20K | Buy |
+300
| New | +$20K | 0.01% | 285 |
|