Heron Bay Capital Management’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,326
| Closed | -$525K | – | 118 |
|
|
2024
Q1 | $525K | Sell |
13,326
-1,180
| -8% | -$46.5K | 0.11% | 63 |
|
|
2023
Q4 | $687K | Buy |
14,506
+280
| +2% | +$13.3K | 0.16% | 53 |
|
|
2023
Q3 | $592K | Buy |
14,226
+1,522
| +12% | +$63.3K | 0.16% | 55 |
|
|
2023
Q2 | $463K | Buy |
12,704
+164
| +1% | +$5.97K | 0.13% | 62 |
|
|
2023
Q1 | $385K | Buy |
+12,540
| New | +$385K | 0.15% | 70 |
|