Perigon Wealth Management’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,582
| Closed | -$78K | – | 725 |
|
|
2022
Q3 | $78K | Hold |
17,582
| – | – | 0.01% | 558 |
|
|
2022
Q2 | $84K | Hold |
17,582
| – | – | 0.01% | 553 |
|
|
2022
Q1 | $121K | Buy |
+17,582
| New | +$121K | 0.01% | 584 |
|
|
2021
Q1 | – | Sell |
-12,908
| Closed | -$203K | – | 1046 |
|
|
2020
Q4 | $203K | Sell |
12,908
-2,745
| -18% | -$43.2K | 0.02% | 392 |
|
|
2020
Q3 | $238K | Buy |
+15,653
| New | +$238K | 0.03% | 332 |
|