Genovese Burford & Brothers Wealth & Retirement Plan Management’s Yext YEXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-750
Closed -$15K 389
2018
Q2
$15K Hold
750
0.01% 288
2018
Q1
$9K Hold
750
﹤0.01% 330
2017
Q4
$10K Hold
750
0.03% 184
2017
Q3
$9K Hold
750
﹤0.01% 292
2017
Q2
$9K Buy
+750
New +$9K ﹤0.01% 284