Compass Financial Advisors’s Yeti Holdings YETI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,368
| Closed | -$335K | – | 120 |
|
|
2023
Q1 | $335K | Buy |
8,368
+1,403
| +20% | +$56.1K | 0.42% | 84 |
|
|
2022
Q4 | $288K | Buy |
+6,965
| New | +$288K | 0.39% | 88 |
|
|
2022
Q3 | – | Sell |
-5,907
| Closed | -$256K | – | 126 |
|
|
2022
Q2 | $256K | Buy |
5,907
+1,979
| +50% | +$85.8K | 0.35% | 99 |
|
|
2022
Q1 | $236K | Buy |
+3,928
| New | +$236K | 0.26% | 120 |
|