Smith Group Asset Management’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$14K | – | 365 |
|
|
2021
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 275 |
|
|
2018
Q1 | – | Sell |
-73,790
| Closed | -$3.1M | – | 465 |
|
|
2017
Q4 | $3.1M | Buy |
73,790
+41,880
| +131% | +$1.76M | 0.1% | 138 |
|
|
2017
Q3 | $1.38M | Buy |
+31,910
| New | +$1.38M | 0.05% | 161 |
|
|
2017
Q2 | – | Sell |
-510,590
| Closed | -$16.7M | – | 484 |
|
|
2017
Q1 | $16.7M | Buy |
+510,590
| New | +$16.7M | 0.48% | 74 |
|