DLA
Douglas Lane & Associates’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-180,831
| Closed | -$3.26M | – | 205 |
|
|
2020
Q1 | $3.26M | Sell |
180,831
-351,666
| -66% | -$6.34M | 0.09% | 107 |
|
|
2019
Q4 | $18.5M | Sell |
532,497
-173,575
| -25% | -$6.05M | 0.34% | 86 |
|
|
2019
Q3 | $24.5M | Sell |
706,072
-27,165
| -4% | -$944K | 0.49% | 74 |
|
|
2019
Q2 | $25.1M | Buy |
733,237
+35,574
| +5% | +$1.22M | 0.49% | 76 |
|
|
2019
Q1 | $24.1M | Sell |
697,663
-65,647
| -9% | -$2.26M | 0.5% | 69 |
|
|
2018
Q4 | $26.7M | Buy |
763,310
+101,284
| +15% | +$3.54M | 0.63% | 66 |
|
|
2018
Q3 | $32.6M | Buy |
662,026
+22,277
| +3% | +$1.1M | 0.64% | 65 |
|
|
2018
Q2 | $25.1M | Buy |
639,749
+166,278
| +35% | +$6.51M | 0.53% | 72 |
|
|
2018
Q1 | $19.8M | Buy |
473,471
+167,115
| +55% | +$6.98M | 0.43% | 82 |
|
|
2017
Q4 | $12.9M | Buy |
306,356
+274,350
| +857% | +$11.5M | 0.27% | 92 |
|
|
2017
Q3 | $1.39M | Buy |
+32,006
| New | +$1.39M | 0.03% | 136 |
|