Regal Investment Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-50
| Closed | -$1K | – | 893 |
|
|
2015
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1005 |
|
|
2015
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 858 |
|
|
2015
Q1 | $2K | Sell |
50
-300
| -86% | -$12K | ﹤0.01% | 918 |
|
|
2014
Q4 | $19K | Buy |
350
+100
| +40% | +$5.43K | 0.01% | 541 |
|
|
2014
Q3 | $17K | Buy |
250
+150
| +150% | +$10.2K | 0.01% | 593 |
|
|
2014
Q2 | $8K | Sell |
100
-200
| -67% | -$16K | ﹤0.01% | 707 |
|
|
2014
Q1 | $23K | Buy |
300
+100
| +50% | +$7.67K | 0.01% | 483 |
|
|
2013
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 528 |
|