DIA
Davidson Investment Advisors’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-53,279
| Closed | -$1.81M | – | 103 |
|
|
2022
Q3 | $1.81M | Buy |
+53,279
| New | +$1.81M | 0.15% | 77 |
|
|
2015
Q4 | – | Sell |
-19,985
| Closed | -$430K | – | 221 |
|
|
2015
Q3 | $430K | Sell |
19,985
-5,395
| -21% | -$116K | 0.08% | 113 |
|
|
2015
Q2 | $1.09M | Sell |
25,380
-345
| -1% | -$14.8K | 0.16% | 105 |
|
|
2015
Q1 | $1.22M | Buy |
25,725
+7,970
| +45% | +$376K | 0.18% | 100 |
|
|
2014
Q4 | $970K | Buy |
17,755
+7,425
| +72% | +$406K | 0.15% | 109 |
|
|
2014
Q3 | $702K | Sell |
10,330
-390
| -4% | -$26.5K | 0.06% | 125 |
|
|
2014
Q2 | $818K | Buy |
+10,720
| New | +$818K | 0.12% | 108 |
|