J.P. Morgan Private Wealth Advisors’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-149,886
| Closed | -$5.43M | – | 2087 |
|
|
2021
Q4 | $5.43M | Buy |
149,886
+16,160
| +12% | +$586K | 0.01% | 587 |
|
|
2021
Q3 | $4.98M | Sell |
133,726
-27,169
| -17% | -$1.01M | 0.01% | 597 |
|
|
2021
Q2 | $6.43M | Buy |
160,895
+41,100
| +34% | +$1.64M | 0.02% | 519 |
|
|
2021
Q1 | $4.67M | Buy |
119,795
+86,698
| +262% | +$3.38M | 0.02% | 525 |
|
|
2020
Q4 | $1.08M | Buy |
+33,097
| New | +$1.08M | ﹤0.01% | 978 |
|
|
2014
Q2 | – | Sell |
-4,353
| Closed | -$335K | – | 927 |
|
|
2014
Q1 | $335K | Buy |
+4,353
| New | +$335K | 0.01% | 693 |
|