Summit Global Investments’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 |
-17,074
| Closed | -$631K | – | 597 |
|
|
2024
Q2 | $631K | Buy |
17,074
+3,583
| +27% | +$132K | 0.04% | 304 |
|
|
2024
Q1 | $532K | Sell |
13,491
-985
| -7% | -$38.8K | 0.04% | 319 |
|
|
2023
Q4 | $685K | Buy |
+14,476
| New | +$685K | 0.04% | 290 |
|
|
2018
Q4 | – | Sell |
-16,600
| Closed | -$817K | – | 312 |
|
|
2018
Q3 | $817K | Buy |
16,600
+500
| +3% | +$24.6K | 0.11% | 166 |
|
|
2018
Q2 | $631K | Buy |
16,100
+3,300
| +26% | +$129K | 0.1% | 224 |
|
|
2018
Q1 | $534K | Buy |
+12,800
| New | +$534K | 0.09% | 214 |
|