Clearstead Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
+1,881
| New | +$16K | ﹤0.01% | 1715 |
|
|
2024
Q1 | – | Sell |
-175
| Closed | -$1.03K | – | 1637 |
|
|
2023
Q4 | $1.03K | Sell |
175
-175
| -50% | -$1.03K | ﹤0.01% | 1393 |
|
|
2023
Q3 | $2.22K | Buy |
350
+175
| +100% | +$1.11K | ﹤0.01% | 1389 |
|
|
2023
Q2 | $1.98K | Hold |
175
| – | – | ﹤0.01% | 1156 |
|
|
2023
Q1 | $1.68K | Hold |
175
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q4 | $1.14K | Hold |
175
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q3 | $1K | Hold |
175
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q2 | $1K | Hold |
175
| – | – | ﹤0.01% | 1241 |
|
|
2022
Q1 | $1K | Buy |
175
+100
| +133% | +$571 | ﹤0.01% | 1338 |
|
|
2021
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 1229 |
|
|
2021
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 1255 |
|
|
2021
Q2 | $1K | Buy |
75
+25
| +50% | +$333 | ﹤0.01% | 1215 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1086 |
|