Harbor Investment Advisory’s Yelp YELP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,595
Closed -$58.1K 1353
2023
Q2
$58.1K Buy
1,595
+243
+18% +$8.85K 0.01% 669
2023
Q1
$41.5K Hold
1,352
0.01% 758
2022
Q4
$37K Hold
1,352
0.01% 766
2022
Q3
$46K Hold
1,352
0.01% 719
2022
Q2
$38K Hold
1,352
0.01% 772
2022
Q1
$46K Hold
1,352
0.01% 778
2021
Q4
$49K Hold
1,352
0.01% 756
2021
Q3
$50K Hold
1,352
0.01% 743
2021
Q2
$54K Hold
1,352
0.01% 686
2021
Q1
$53K Hold
1,352
0.01% 668
2020
Q4
$44K Buy
1,352
+400
+42% +$13K 0.01% 660
2020
Q3
$19K Buy
952
+487
+105% +$9.72K ﹤0.01% 749
2020
Q2
$11K Buy
465
+127
+38% +$3K ﹤0.01% 769
2020
Q1
$6K Buy
+338
New +$6K ﹤0.01% 842