Integrated Wealth Management’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-250
| Closed | -$10K | – | 1034 |
|
|
2016
Q3 | $10K | Sell |
250
-100
| -29% | -$4K | ﹤0.01% | 768 |
|
|
2016
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 744 |
|
|
2016
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 796 |
|
|
2015
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 776 |
|
|
2015
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 832 |
|
|
2015
Q2 | $15K | Buy |
350
+20
| +6% | +$857 | 0.01% | 698 |
|
|
2015
Q1 | $15K | Buy |
+330
| New | +$15K | 0.01% | 659 |
|