Wealthfront’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,136
| Closed | -$439K | – | 524 |
|
|
2017
Q3 | $439K | Sell |
10,136
-4,325
| -30% | -$187K | 0.01% | 351 |
|
|
2017
Q2 | $434K | Sell |
14,461
-2,088
| -13% | -$62.7K | 0.01% | 302 |
|
|
2017
Q1 | $542K | Buy |
16,549
+7,273
| +78% | +$238K | 0.01% | 214 |
|
|
2016
Q4 | $354K | Buy |
9,276
+1,272
| +16% | +$48.5K | 0.01% | 268 |
|
|
2016
Q3 | $334K | Buy |
+8,004
| New | +$334K | 0.01% | 256 |
|
|
2015
Q4 | – | Sell |
-40
| Closed | -$1K | – | 1100 |
|
|
2015
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1224 |
|