MSH Capital Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,190
| Closed | -$224K | – | 206 |
|
|
2022
Q4 | $224K | Hold |
8,190
| – | – | 0.1% | 186 |
|
|
2022
Q3 | $278K | Hold |
8,190
| – | – | 0.14% | 151 |
|
|
2022
Q2 | $227K | Hold |
8,190
| – | – | 0.11% | 174 |
|
|
2022
Q1 | $279K | Sell |
8,190
-15
| -0.2% | -$512 | 0.12% | 162 |
|
|
2021
Q4 | $297K | Buy |
+8,205
| New | +$297K | 0.13% | 149 |
|