Heritage Wealth Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-70
| Closed | -$443 | – | 598 |
|
|
2023
Q3 | $443 | Hold |
70
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $792 | Hold |
70
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $673 | Hold |
70
| – | – | ﹤0.01% | 540 |
|
|
2022
Q4 | $457 | Hold |
70
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $312 | Hold |
70
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $0 | Hold |
70
| – | – | ﹤0.01% | 587 |
|
|
2022
Q1 | $0 | Hold |
70
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 533 |
|
|
2021
Q3 | $842 | Hold |
70
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 528 |
|