Loring Wolcott & Coolidge Fiduciary Advisors’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-800
| Closed | -$28K | – | 774 |
|
|
2018
Q4 | $28K | Buy |
+800
| New | +$28K | ﹤0.01% | 470 |
|
|
2015
Q4 | – | Sell |
-280
| Closed | -$12K | – | 680 |
|
|
2015
Q3 | $12K | Hold |
280
| – | – | ﹤0.01% | 535 |
|
|
2015
Q2 | $12K | Hold |
280
| – | – | ﹤0.01% | 535 |
|
|
2015
Q1 | $13K | Buy |
+280
| New | +$13K | ﹤0.01% | 546 |
|