Petrus Trust Company’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,470
| Closed | -$196K | – | 781 |
|
|
2024
Q1 | $196K | Hold |
32,470
| – | – | 0.02% | 581 |
|
|
2023
Q4 | $191K | Hold |
32,470
| – | – | 0.02% | 567 |
|
|
2023
Q3 | $206K | Hold |
32,470
| – | – | 0.02% | 520 |
|
|
2023
Q2 | $367K | Buy |
32,470
+17,647
| +119% | +$200K | 0.04% | 280 |
|
|
2023
Q1 | $142K | Buy |
+14,823
| New | +$142K | 0.02% | 501 |
|
|
2022
Q1 | – | Sell |
-13,258
| Closed | -$132K | – | 163 |
|
|
2021
Q4 | $132K | Buy |
+13,258
| New | +$132K | 0.02% | 128 |
|