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Balboa Wealth Partners’s Yext YEXT Stock Holding History

Balboa Wealth Partners’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,072
Closed -$109K – 376
2024
Q4 		$109K Buy
17,072
+650
+4% +$4.13K 0.02% 286
2024
Q3 		$114K Buy
+16,422
New +$114K 0.03% 275