One Wealth Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,364
| Closed | -$223K | – | 293 |
|
|
2024
Q3 | $223K | Sell |
6,364
-8
| -0.1% | -$281 | 0.03% | 242 |
|
|
2024
Q2 | $213K | Sell |
6,372
-128
| -2% | -$4.28K | 0.05% | 219 |
|
|
2024
Q1 | $256K | Buy |
6,500
+314
| +5% | +$12.4K | 0.04% | 201 |
|
|
2023
Q4 | $293K | Buy |
+6,186
| New | +$293K | 0.06% | 163 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$3K | – | 485 |
|
|
2018
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 482 |
|