Pinnacle Wealth Planning Services’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,799
| Closed | -$130K | – | 571 |
|
|
2024
Q3 | $130K | Hold |
18,799
| – | – | 0.02% | 491 |
|
|
2024
Q2 | $101K | Hold |
18,799
| – | – | 0.01% | 485 |
|
|
2024
Q1 | $113K | Hold |
18,799
| – | – | 0.02% | 478 |
|
|
2023
Q4 | $111K | Hold |
18,799
| – | – | 0.02% | 453 |
|
|
2023
Q3 | $119K | Sell |
18,799
-28
| -0.1% | -$177 | 0.02% | 403 |
|
|
2023
Q2 | $213K | Buy |
18,827
+28
| +0.1% | +$317 | 0.03% | 364 |
|
|
2023
Q1 | $181K | Hold |
18,799
| – | – | 0.03% | 409 |
|
|
2022
Q4 | $123K | Buy |
18,799
+547
| +3% | +$3.57K | 0.02% | 390 |
|
|
2022
Q3 | $81K | Buy |
+18,252
| New | +$81K | 0.02% | 376 |
|
|
2022
Q2 | – | Sell |
-12,291
| Closed | -$85K | – | 482 |
|
|
2022
Q1 | $85K | Buy |
+12,291
| New | +$85K | 0.02% | 411 |
|