Focused Wealth Management’s Yext YEXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$18K Sell
2020
Q3
$35K Buy
2020
Q2
$19K Hold
2020
Q1
$12K Sell
2019
Q4
$336K Buy
2019
Q3
$353K Buy
2019
Q2
$59K Buy