DLCIG
D.L. Carlson Investment Group’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-6,750
| Closed | -$519K | – | 137 |
|
|
2014
Q1 | $519K | Sell |
6,750
-15,150
| -69% | -$1.16M | 0.2% | 106 |
|
|
2013
Q4 | $1.51M | Sell |
21,900
-500
| -2% | -$34.5K | 0.55% | 72 |
|
|
2013
Q3 | $1.48M | Sell |
22,400
-22,400
| -50% | -$1.48M | 0.57% | 66 |
|
|
2013
Q2 | $1.56M | Buy |
+44,800
| New | +$1.56M | 0.63% | 63 |
|