Wealthstreet Investment Advisors’s Yelp YELP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,485
Closed -$319K 350
2018
Q3
$319K Sell
6,485
-60
-0.9% -$2.95K 0.04% 284
2018
Q2
$256K Hold
6,545
0.03% 303
2018
Q1
$273K Sell
6,545
-444
-6% -$18.5K 0.03% 296
2017
Q4
$293K Buy
+6,989
New +$293K 0.04% 284