Geneos Wealth Management’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-500
| Closed | -$7K | – | 2592 |
|
|
2019
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 2029 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 1922 |
|
|
2019
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 1854 |
|
|
2018
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 1909 |
|
|
2018
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 1822 |
|
|
2018
Q2 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 1772 |
|