EverSource Wealth Advisors’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Buy |
523
+307
| +142% | +$10.5K | ﹤0.01% | 2374 |
|
|
2025
Q1 | $8K | Buy |
216
+76
| +54% | +$2.81K | ﹤0.01% | 2238 |
|
|
2024
Q4 | $5.42K | Buy |
140
+80
| +133% | +$3.1K | ﹤0.01% | 2306 |
|
|
2024
Q3 | $2.11K | Sell |
60
-33
| -35% | -$1.16K | ﹤0.01% | 2532 |
|
|
2024
Q2 | $3.39K | Buy |
93
+33
| +55% | +$1.2K | ﹤0.01% | 2362 |
|
|
2024
Q1 | $2.42K | Buy |
60
+24
| +67% | +$966 | ﹤0.01% | 2320 |
|
|
2023
Q4 | $1.7K | Hold |
36
| – | – | ﹤0.01% | 2220 |
|
|
2023
Q3 | $1.5K | Sell |
36
-135
| -79% | -$5.61K | ﹤0.01% | 2093 |
|
|
2023
Q2 | $6.23K | Hold |
171
| – | – | ﹤0.01% | 1637 |
|
|
2023
Q1 | $5.25K | Hold |
171
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q4 | $4.68K | Sell |
171
-369
| -68% | -$10.1K | ﹤0.01% | 1632 |
|
|
2022
Q3 | $18K | Buy |
540
+397
| +278% | +$13.2K | ﹤0.01% | 944 |
|
|
2022
Q2 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 1360 |
|