Gideon Capital Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,466
| Closed | -$466K | – | 530 |
|
|
2018
Q3 | $466K | Buy |
9,466
+3,225
| +52% | +$159K | 0.22% | 157 |
|
|
2018
Q2 | $245K | Buy |
+6,241
| New | +$245K | 0.12% | 298 |
|
|
2018
Q1 | – | Sell |
-5,445
| Closed | -$228K | – | 480 |
|
|
2017
Q4 | $228K | Sell |
5,445
-2,386
| -30% | -$99.9K | 0.2% | 238 |
|
|
2017
Q3 | $339K | Buy |
+7,831
| New | +$339K | 0.33% | 107 |
|
|
2017
Q1 | – | Sell |
-21,990
| Closed | -$839K | – | 534 |
|
|
2016
Q4 | $839K | Buy |
+21,990
| New | +$839K | 0.54% | 13 |
|