Asset Dedication LLC’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-500
| Closed | -$3K | – | 1024 |
|
|
2022
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 841 |
|
|
2021
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 751 |
|
|
2021
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 681 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$8K | – | 796 |
|
|
2020
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 593 |
|
|
2020
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 561 |
|