Valeo Financial Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-201
| Closed | -$3K | – | 1765 |
|
|
2021
Q1 | $3K | Sell |
201
-190
| -49% | -$2.84K | ﹤0.01% | 1644 |
|
|
2020
Q4 | $6K | Sell |
391
-207
| -35% | -$3.18K | ﹤0.01% | 1320 |
|
|
2020
Q3 | $9K | Buy |
598
+132
| +28% | +$1.99K | ﹤0.01% | 1079 |
|
|
2020
Q2 | $8K | Sell |
466
-100
| -18% | -$1.72K | ﹤0.01% | 1309 |
|
|
2020
Q1 | $6K | Buy |
566
+200
| +55% | +$2.12K | ﹤0.01% | 1222 |
|
|
2019
Q4 | $5K | Buy |
366
+7
| +2% | +$96 | ﹤0.01% | 1290 |
|
|
2019
Q3 | $6K | Buy |
359
+10
| +3% | +$167 | ﹤0.01% | 1162 |
|
|
2019
Q2 | $7K | Buy |
349
+71
| +26% | +$1.42K | ﹤0.01% | 1126 |
|
|
2019
Q1 | $6K | Buy |
278
+251
| +930% | +$5.42K | ﹤0.01% | 1115 |
|
|
2018
Q4 | $0 | Sell |
27
-4
| -13% | – | ﹤0.01% | 1745 |
|
|
2018
Q3 | $1K | Buy |
31
+4
| +15% | +$129 | ﹤0.01% | 1690 |
|
|
2018
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1523 |
|
|
2018
Q1 | $0 | Buy |
27
+9
| +50% | – | ﹤0.01% | 1643 |
|
|
2017
Q4 | $0 | Buy |
18
+9
| +100% | – | ﹤0.01% | 1501 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1225 |
|