JFS Wealth Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823 | Sell |
24
-14
| -37% | -$480 | ﹤0.01% | 1615 |
|
|
2025
Q1 | $1.41K | Buy |
38
+3
| +9% | +$111 | ﹤0.01% | 1580 |
|
|
2024
Q4 | $1.36K | Hold |
35
| – | – | ﹤0.01% | 1612 |
|
|
2024
Q3 | $1.23K | Hold |
35
| – | – | ﹤0.01% | 1651 |
|
|
2024
Q2 | $1.29K | Hold |
35
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q1 | $1.38K | Sell |
35
-9
| -20% | -$355 | ﹤0.01% | 1568 |
|
|
2023
Q4 | $2.08K | Buy |
44
+4
| +10% | +$189 | ﹤0.01% | 1417 |
|
|
2023
Q3 | $1.66K | Buy |
40
+5
| +14% | +$208 | ﹤0.01% | 1435 |
|
|
2023
Q2 | $1.28K | Sell |
35
-4
| -10% | -$146 | ﹤0.01% | 1527 |
|
|
2023
Q1 | $1.2K | Buy |
39
+10
| +34% | +$307 | ﹤0.01% | 1528 |
|
|
2022
Q4 | $793 | Buy |
29
+8
| +38% | +$219 | ﹤0.01% | 1653 |
|
|
2022
Q3 | $1K | Buy |
21
+10
| +91% | +$476 | ﹤0.01% | 1684 |
|
|
2022
Q2 | $0 | Sell |
11
-22
| -67% | – | ﹤0.01% | 1959 |
|
|
2022
Q1 | $1K | Buy |
33
+19
| +136% | +$576 | ﹤0.01% | 1764 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1623 |
|