Disciplined Investments’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$328 | – | 1598 |
|
|
2023
Q2 | $328 | Sell |
9
-1
| -10% | -$36 | ﹤0.01% | 1368 |
|
|
2023
Q1 | $307 | Buy |
10
+5
| +100% | +$154 | ﹤0.01% | 1383 |
|
|
2022
Q4 | $137 | Sell |
5
-7
| -58% | -$192 | ﹤0.01% | 1498 |
|
|
2022
Q3 | $0 | Buy |
12
+2
| +20% | – | ﹤0.01% | 1665 |
|
|
2022
Q2 | $0 | Buy |
10
+1
| +11% | – | ﹤0.01% | 1673 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1656 |
|