B. Riley Wealth Advisors’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 |
-10,285
| Closed | -$443K | – | 610 |
|
|
2015
Q2 | $443K | Sell |
10,285
-2,041
| -17% | -$87.9K | 0.11% | 236 |
|
|
2015
Q1 | $583K | Buy |
12,326
+9,549
| +344% | +$452K | 0.14% | 188 |
|
|
2014
Q4 | $152 | Buy |
+2,777
| New | +$152 | ﹤0.01% | 1513 |
|
|
2014
Q3 | – | Sell |
-830
| Closed | -$63.6K | – | 1925 |
|
|
2014
Q2 | $63.6K | Buy |
+830
| New | +$63.6K | 0.01% | 919 |
|