WFG Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-300
| Closed | -$13K | – | 1720 |
|
|
2015
Q2 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 1114 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 2087 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$3K | – | 2331 |
|
|
2013
Q3 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 1877 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1800 |
|