TWA
TCI Wealth Advisors’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$93 | – | 2291 |
|
|
2023
Q1 | $93 | Buy |
3
+1
| +50% | +$31 | ﹤0.01% | 2403 |
|
|
2022
Q4 | $55 | Sell |
2
-1
| -33% | -$28 | ﹤0.01% | 2429 |
|
|
2022
Q3 | $0 | Sell |
3
-133
| -98% | – | ﹤0.01% | 2625 |
|
|
2022
Q2 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 1719 |
|
|
2022
Q1 | – | Sell |
-131
| Closed | -$5K | – | 2490 |
|
|
2021
Q4 | $5K | Sell |
131
-76
| -37% | -$2.9K | ﹤0.01% | 1737 |
|
|
2021
Q3 | $8K | Buy |
207
+67
| +48% | +$2.59K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $6K | Buy |
140
+55
| +65% | +$2.36K | ﹤0.01% | 1356 |
|
|
2021
Q1 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 1592 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1565 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1326 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1330 |
|