CWP
Concord Wealth Partners’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-450
| Closed | -$16.6K | – | 1036 |
|
|
2024
Q2 | $16.6K | Hold |
450
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $17.7K | Buy |
+450
| New | +$17.7K | ﹤0.01% | 502 |
|
|
2023
Q4 | – | Sell |
-450
| Closed | -$18.7K | – | 1041 |
|
|
2023
Q3 | $18.7K | Hold |
450
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $16.4K | Hold |
450
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $13.8K | Hold |
450
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $12.3K | Buy |
+450
| New | +$12.3K | ﹤0.01% | 609 |
|
|
2022
Q3 | – | Sell |
-450
| Closed | -$12K | – | 1197 |
|
|
2022
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 660 |
|
|
2022
Q1 | $15K | Hold |
450
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $16K | Buy |
+450
| New | +$16K | ﹤0.01% | 693 |
|
|
2021
Q3 | – | Sell |
-450
| Closed | -$18K | – | 1052 |
|
|
2021
Q2 | $18K | Hold |
450
| – | – | 0.01% | 529 |
|
|
2021
Q1 | $18K | Buy |
+450
| New | +$18K | 0.01% | 493 |
|