Crossmark Global Holdings’s Yelp YELP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,476
Closed -$215K 1351
2024
Q1
$215K Sell
5,476
-116
-2% -$4.55K ﹤0.01% 1255
2023
Q4
$264K Sell
5,592
-152
-3% -$7.18K 0.01% 1128
2023
Q3
$246K Sell
5,744
-233
-4% -$9.98K 0.01% 1111
2023
Q2
$268K Buy
+5,977
New +$268K 0.01% 1123
2022
Q4
Sell
-6,330
Closed -$214K 1282
2022
Q3
$214K Buy
+6,330
New +$214K 0.01% 1146
2022
Q2
Sell
-6,380
Closed -$217K 1348
2022
Q1
$217K Buy
6,380
+150
+2% +$5.1K ﹤0.01% 1270
2021
Q4
$226K Buy
6,230
+570
+10% +$20.7K ﹤0.01% 1292
2021
Q3
$211K Hold
5,660
﹤0.01% 1324
2021
Q2
$226K Sell
5,660
-380
-6% -$15.2K 0.01% 1327
2021
Q1
$236K Buy
+6,040
New +$236K 0.01% 1297
2020
Q1
Sell
-6,450
Closed -$225K 1376
2019
Q4
$225K Sell
6,450
-3,430
-35% -$120K 0.01% 1283
2019
Q3
$343K Sell
9,880
-350
-3% -$12.2K 0.01% 981
2019
Q2
$350K Sell
10,230
-390
-4% -$13.3K 0.01% 1009
2019
Q1
$366K Buy
10,620
+50
+0.5% +$1.72K 0.01% 1009
2018
Q4
$370K Buy
+10,570
New +$370K 0.01% 929