Valeo Financial Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-7
| Closed | – | – | 1763 |
|
2021
Q1 | $0 | Sell |
7
-193
| -97% | – | ﹤0.01% | 2109 |
|
2020
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1270 |
|
2018
Q4 | – | Sell |
-34
| Closed | -$1K | – | 1744 |
|
2018
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1689 |
|
2018
Q2 | – | Sell |
-159
| Closed | -$7K | – | 1765 |
|
2018
Q1 | $7K | Sell |
159
-4
| -2% | -$176 | ﹤0.01% | 1048 |
|
2017
Q4 | $7K | Buy |
+163
| New | +$7K | ﹤0.01% | 932 |
|