JWM
Janiczek Wealth Management’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-122
| Closed | -$4K | – | 1089 |
|
|
2022
Q1 | $4K | Sell |
122
-89
| -42% | -$2.92K | ﹤0.01% | 714 |
|
|
2021
Q4 | $8K | Sell |
211
-24
| -10% | -$910 | ﹤0.01% | 629 |
|
|
2021
Q3 | $9K | Buy |
235
+101
| +75% | +$3.87K | ﹤0.01% | 598 |
|
|
2021
Q2 | $5K | Buy |
134
+26
| +24% | +$970 | ﹤0.01% | 676 |
|
|
2021
Q1 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 683 |
|