Edge Wealth Management’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,600
| Closed | -$91K | – | 683 |
|
|
2019
Q4 | $91K | Hold |
2,600
| – | – | 0.02% | 202 |
|
|
2019
Q3 | $90K | Hold |
2,600
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $89K | Hold |
2,600
| – | – | 0.02% | 204 |
|
|
2019
Q1 | $90K | Hold |
2,600
| – | – | 0.02% | 190 |
|
|
2018
Q4 | $91K | Hold |
2,600
| – | – | 0.03% | 194 |
|
|
2018
Q3 | $128K | Hold |
2,600
| – | – | 0.03% | 181 |
|
|
2018
Q2 | $102K | Hold |
2,600
| – | – | 0.03% | 191 |
|
|
2018
Q1 | $109K | Hold |
2,600
| – | – | 0.03% | 157 |
|
|
2017
Q4 | $109K | Hold |
2,600
| – | – | 0.03% | 166 |
|
|
2017
Q3 | $112K | Sell |
2,600
-425
| -14% | -$18.3K | 0.03% | 162 |
|
|
2017
Q2 | $91K | Buy |
+3,025
| New | +$91K | 0.03% | 180 |
|