Personal Capital Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-655,920
| Closed | -$11.9M | – | 378 |
|
|
2020
Q1 | $11.9M | Buy |
655,920
+54,985
| +9% | +$1,000K | 0.12% | 124 |
|
|
2019
Q4 | $20.9M | Buy |
600,935
+277,969
| +86% | +$9.68M | 0.18% | 110 |
|
|
2019
Q3 | $11.2M | Buy |
322,966
+10,749
| +3% | +$374K | 0.11% | 125 |
|
|
2019
Q2 | $10.7M | Buy |
312,217
+14,655
| +5% | +$501K | 0.11% | 124 |
|
|
2019
Q1 | $10.3M | Buy |
297,562
+29,231
| +11% | +$1.01M | 0.12% | 121 |
|
|
2018
Q4 | $9.39M | Sell |
268,331
-19,323
| -7% | -$676K | 0.13% | 120 |
|
|
2018
Q3 | $14.2M | Buy |
287,654
+5,035
| +2% | +$248K | 0.18% | 108 |
|
|
2018
Q2 | $11.1M | Sell |
282,619
-5,879
| -2% | -$230K | 0.16% | 113 |
|
|
2018
Q1 | $12M | Sell |
288,498
-9,071
| -3% | -$379K | 0.19% | 108 |
|
|
2017
Q4 | $12.5M | Sell |
297,569
-7,799
| -3% | -$327K | 0.21% | 102 |
|
|
2017
Q3 | $13.2M | Sell |
305,368
-18,100
| -6% | -$784K | 0.26% | 91 |
|
|
2017
Q2 | $9.71M | Sell |
323,468
-36,698
| -10% | -$1.1M | 0.21% | 96 |
|
|
2017
Q1 | $11.8M | Sell |
360,166
-80,641
| -18% | -$2.64M | 0.3% | 89 |
|
|
2016
Q4 | $16.8M | Sell |
440,807
-11,437
| -3% | -$436K | 0.5% | 64 |
|
|
2016
Q3 | $18.5M | Buy |
452,244
+31,253
| +7% | +$1.28M | 0.62% | 57 |
|
|
2016
Q2 | $12.8M | Buy |
420,991
+58,034
| +16% | +$1.76M | 0.49% | 69 |
|
|
2016
Q1 | $7.22M | Buy |
362,957
+73,497
| +25% | +$1.46M | 0.33% | 86 |
|
|
2015
Q4 | $8.34M | Buy |
+289,460
| New | +$8.34M | 0.46% | 77 |
|