CAPTRUST Financial Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,706
| Closed | -$13K | – | 4121 |
|
|
2022
Q2 | $13K | Buy |
2,706
+511
| +23% | +$2.46K | ﹤0.01% | 3622 |
|
|
2022
Q1 | $15K | Buy |
2,195
+597
| +37% | +$4.08K | ﹤0.01% | 3591 |
|
|
2021
Q4 | $16K | Buy |
1,598
+809
| +103% | +$8.1K | ﹤0.01% | 3452 |
|
|
2021
Q3 | $9K | Buy |
789
+193
| +32% | +$2.2K | ﹤0.01% | 3694 |
|
|
2021
Q2 | $9K | Buy |
+596
| New | +$9K | ﹤0.01% | 3619 |
|
|
2019
Q1 | – | Sell |
-974
| Closed | -$14K | – | 1909 |
|
|
2018
Q4 | $14K | Buy |
974
+337
| +53% | +$4.84K | ﹤0.01% | 1140 |
|
|
2018
Q3 | $15K | Sell |
637
-322
| -34% | -$7.58K | ﹤0.01% | 1115 |
|
|
2018
Q2 | $19K | Buy |
+959
| New | +$19K | ﹤0.01% | 974 |
|