Lido 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 | – | Sell |
-5,766
| Closed | -$214K | – | 1542 |
|
|
2025
Q1 | $214K | Sell |
5,766
-208
| -3% | -$7.7K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $231K | Buy |
+5,974
| New | +$231K | ﹤0.01% | 1205 |
|
|
2023
Q3 | – | Sell |
-10,601
| Closed | -$386K | – | 1132 |
|
|
2023
Q2 | $386K | Sell |
10,601
-4,480
| -30% | -$163K | ﹤0.01% | 740 |
|
|
2023
Q1 | $463K | Buy |
+15,081
| New | +$463K | ﹤0.01% | 636 |
|
|
2018
Q3 | – | Sell |
-8,596
| Closed | -$336K | – | 453 |
|
|
2018
Q2 | $336K | Hold |
8,596
| – | – | 0.04% | 263 |
|
|
2018
Q1 | $358K | Buy |
+8,596
| New | +$358K | 0.05% | 240 |
|