Focused Wealth Management’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,144
| Closed | -$18K | – | 932 |
|
|
2020
Q4 | $18K | Sell |
1,144
-1,144
| -50% | -$18K | ﹤0.01% | 462 |
|
|
2020
Q3 | $35K | Buy |
2,288
+1,144
| +100% | +$17.5K | 0.01% | 355 |
|
|
2020
Q2 | $19K | Hold |
1,144
| – | – | ﹤0.01% | 409 |
|
|
2020
Q1 | $12K | Sell |
1,144
-22,150
| -95% | -$232K | ﹤0.01% | 432 |
|
|
2019
Q4 | $336K | Buy |
23,294
+1,075
| +5% | +$15.5K | 0.08% | 105 |
|
|
2019
Q3 | $353K | Buy |
22,219
+19,275
| +655% | +$306K | 0.1% | 94 |
|
|
2019
Q2 | $59K | Buy |
+2,944
| New | +$59K | 0.02% | 305 |
|