Private Wealth Management Group’s Yelp YELP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30
Closed -$1.11K 1553
2024
Q2
$1.11K Sell
30
-49
-62% -$1.81K ﹤0.01% 1244
2024
Q1
$3.11K Hold
79
﹤0.01% 794
2023
Q4
$3.74K Buy
+79
New +$3.74K ﹤0.01% 730