D.A. Davidson & Co’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,586
| Closed | -$117K | – | 2452 |
|
|
2017
Q1 | $117K | Sell |
3,586
-2,293
| -39% | -$74.8K | ﹤0.01% | 1180 |
|
|
2016
Q4 | $224K | Buy |
5,879
+5,779
| +5,779% | +$220K | 0.01% | 950 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2234 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2220 |
|
|
2016
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2226 |
|
|
2015
Q4 | $2K | Sell |
100
-10,790
| -99% | -$216K | ﹤0.01% | 2145 |
|
|
2015
Q3 | $235K | Sell |
10,890
-11,662
| -52% | -$252K | 0.01% | 768 |
|
|
2015
Q2 | $969K | Buy |
22,552
+10,497
| +87% | +$451K | 0.03% | 415 |
|
|
2015
Q1 | $570K | Buy |
12,055
+3,600
| +43% | +$170K | 0.02% | 543 |
|
|
2014
Q4 | $462K | Buy |
8,455
+3,505
| +71% | +$192K | 0.02% | 591 |
|
|
2014
Q3 | $337K | Sell |
4,950
-75
| -1% | -$5.11K | 0.01% | 702 |
|
|
2014
Q2 | $385K | Buy |
5,025
+4,825
| +2,413% | +$370K | 0.01% | 667 |
|
|
2014
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 1714 |
|
|
2013
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 1662 |
|