United Capital Financial Advisors’s Yelp YELP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-11,447
Closed -$375K 1313
2017
Q1
$375K Buy
11,447
+1,292
+13% +$42.3K ﹤0.01% 978
2016
Q4
$387K Sell
10,155
-5,550
-35% -$212K ﹤0.01% 988
2016
Q3
$655K Buy
+15,705
New +$655K 0.01% 890