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 |
|