Strategic Family Wealth Counselors’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 |
-14,311
| Closed | -$99K | – | 147 |
|
|
2024
Q3 | $99K | Hold |
14,311
| – | – | 0.03% | 132 |
|
|
2024
Q2 | $76.6K | Hold |
14,311
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $86.3K | Hold |
14,311
| – | – | 0.03% | 115 |
|
|
2023
Q4 | $84.3K | Hold |
14,311
| – | – | 0.04% | 115 |
|
|
2023
Q3 | $90.6K | Hold |
14,311
| – | – | 0.04% | 107 |
|
|
2023
Q2 | $162K | Buy |
+14,311
| New | +$162K | 0.07% | 107 |
|