Edge Wealth Management’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,175
| Closed | -$88K | – | 684 |
|
|
2019
Q4 | $88K | Hold |
6,175
| – | – | 0.02% | 209 |
|
|
2019
Q3 | $98K | Hold |
6,175
| – | – | 0.02% | 193 |
|
|
2019
Q2 | $124K | Hold |
6,175
| – | – | 0.03% | 178 |
|
|
2019
Q1 | $134K | Hold |
6,175
| – | – | 0.03% | 165 |
|
|
2018
Q4 | $92K | Buy |
+6,175
| New | +$92K | 0.03% | 191 |
|