Creative Planning’s Yellow Corporation Common Stock YELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-66,814
| Closed | -$46K | – | 2969 |
|
|
2023
Q2 | $46K | Buy |
66,814
+163
| +0.2% | +$112 | ﹤0.01% | 2422 |
|
|
2023
Q1 | $135K | Hold |
66,651
| – | – | ﹤0.01% | 2197 |
|
|
2022
Q4 | $167K | Hold |
66,651
| – | – | ﹤0.01% | 2051 |
|
|
2022
Q3 | $338K | Buy |
66,651
+15,881
| +31% | +$80.5K | ﹤0.01% | 1566 |
|
|
2022
Q2 | $149K | Buy |
+50,770
| New | +$149K | ﹤0.01% | 1914 |
|
|
2021
Q3 | – | Sell |
-20,385
| Closed | -$133K | – | 2169 |
|
|
2021
Q2 | $133K | Buy |
+20,385
| New | +$133K | ﹤0.01% | 1832 |
|
|
2020
Q4 | – | Sell |
-11,580
| Closed | -$45K | – | 2242 |
|
|
2020
Q3 | $45K | Buy |
+11,580
| New | +$45K | ﹤0.01% | 1862 |
|
|
2017
Q3 | – | Sell |
-806
| Closed | -$9K | – | 4501 |
|
|
2017
Q2 | $9K | Buy |
806
+100
| +14% | +$1.12K | ﹤0.01% | 3676 |
|
|
2017
Q1 | $8K | Hold |
706
| – | – | ﹤0.01% | 3719 |
|
|
2016
Q4 | $9K | Sell |
706
-26
| -4% | -$331 | ﹤0.01% | 3594 |
|
|
2016
Q3 | $9K | Hold |
732
| – | – | ﹤0.01% | 3548 |
|
|
2016
Q2 | $6K | Hold |
732
| – | – | ﹤0.01% | 3527 |
|
|
2016
Q1 | $7K | Sell |
732
-1,400
| -66% | -$13.4K | ﹤0.01% | 3409 |
|
|
2015
Q4 | $30K | Sell |
2,132
-281
| -12% | -$3.95K | ﹤0.01% | 2528 |
|
|
2015
Q3 | $32K | Buy |
+2,413
| New | +$32K | ﹤0.01% | 2380 |
|
|
2015
Q2 | – | Sell |
-8,432
| Closed | -$151K | – | 3974 |
|
|
2015
Q1 | $151K | Buy |
8,432
+6,000
| +247% | +$107K | ﹤0.01% | 1333 |
|
|
2014
Q4 | $55K | Buy |
+2,432
| New | +$55K | ﹤0.01% | 1940 |
|