Patriot Financial Group Insurance Agency’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-600
| Closed | -$6K | – | 2279 |
|
|
2021
Q4 | $6K | Sell |
600
-450
| -43% | -$4.5K | ﹤0.01% | 1675 |
|
|
2021
Q3 | $13K | Hold |
1,050
| – | – | ﹤0.01% | 1382 |
|
|
2021
Q2 | $15K | Hold |
1,050
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q1 | $15K | Hold |
1,050
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q4 | $17K | Buy |
+1,050
| New | +$17K | ﹤0.01% | 1043 |
|