Howe & Rusling’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-133
| Closed | -$5K | – | 1066 |
|
|
2022
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 681 |
|
|
2022
Q2 | $4K | Sell |
133
-15
| -10% | -$451 | ﹤0.01% | 739 |
|
|
2022
Q1 | $5K | Sell |
148
-35
| -19% | -$1.18K | ﹤0.01% | 678 |
|
|
2021
Q4 | $7K | Hold |
183
| – | – | ﹤0.01% | 606 |
|
|
2021
Q3 | $7K | Hold |
183
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $7K | Buy |
183
+32
| +21% | +$1.22K | ﹤0.01% | 546 |
|
|
2021
Q1 | $6K | Buy |
151
+105
| +228% | +$4.17K | ﹤0.01% | 585 |
|
|
2020
Q4 | $2K | Buy |
46
+9
| +24% | +$391 | ﹤0.01% | 843 |
|
|
2020
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 806 |
|
|
2020
Q2 | $1K | Buy |
37
+16
| +76% | +$432 | ﹤0.01% | 779 |
|
|
2020
Q1 | $0 | Sell |
21
-1
| -5% | – | ﹤0.01% | 894 |
|
|
2019
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 800 |
|