Dynamic Advisor Solutions’s Yext YEXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,545
| Closed | -$83.2K | – | 1011 |
|
|
2024
Q2 | $83.2K | Buy |
15,545
+3,385
| +28% | +$18.1K | ﹤0.01% | 920 |
|
|
2024
Q1 | $73.3K | Buy |
12,160
+1,340
| +12% | +$8.08K | ﹤0.01% | 910 |
|
|
2023
Q4 | $59K | Buy |
+10,820
| New | +$59K | ﹤0.01% | 878 |
|
|
2022
Q4 | – | Sell |
-11,373
| Closed | -$51K | – | 755 |
|
|
2022
Q3 | $51K | Sell |
11,373
-300
| -3% | -$1.35K | ﹤0.01% | 664 |
|
|
2022
Q2 | $56K | Sell |
11,673
-200
| -2% | -$959 | ﹤0.01% | 688 |
|
|
2022
Q1 | $82K | Sell |
11,873
-34
| -0.3% | -$235 | 0.01% | 708 |
|
|
2021
Q4 | $118K | Hold |
11,907
| – | – | 0.01% | 701 |
|
|
2021
Q3 | $143K | Hold |
11,907
| – | – | 0.01% | 713 |
|
|
2021
Q2 | $170K | Buy |
11,907
+34
| +0.3% | +$485 | 0.01% | 693 |
|
|
2021
Q1 | $172K | Hold |
11,873
| – | – | 0.02% | 632 |
|
|
2020
Q4 | $187K | Sell |
11,873
-650
| -5% | -$10.2K | 0.02% | 611 |
|
|
2020
Q3 | $190K | Sell |
12,523
-200
| -2% | -$3.03K | 0.02% | 538 |
|
|
2020
Q2 | $211K | Hold |
12,723
| – | – | 0.03% | 468 |
|
|
2020
Q1 | $130K | Sell |
12,723
-460
| -3% | -$4.7K | 0.02% | 436 |
|
|
2019
Q4 | $190K | Hold |
13,183
| – | – | 0.03% | 510 |
|
|
2019
Q3 | $209K | Sell |
13,183
-200
| -1% | -$3.17K | 0.03% | 462 |
|
|
2019
Q2 | $269K | Sell |
13,383
-1,200
| -8% | -$24.1K | 0.04% | 382 |
|
|
2019
Q1 | $319K | Hold |
14,583
| – | – | 0.06% | 291 |
|
|
2018
Q4 | $216K | Hold |
14,583
| – | – | 0.05% | 340 |
|
|
2018
Q3 | $346K | Hold |
14,583
| – | – | 0.07% | 274 |
|
|
2018
Q2 | $282K | Hold |
14,583
| – | – | 0.06% | 307 |
|
|
2018
Q1 | $184K | Hold |
14,583
| – | – | 0.05% | 342 |
|
|
2017
Q4 | $175K | Buy |
+14,583
| New | +$175K | 0.06% | 242 |
|