AE Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,792
| Closed | -$277K | – | 2033 |
|
|
2023
Q4 | $277K | Sell |
7,792
-58
| -0.7% | -$2.06K | ﹤0.01% | 1745 |
|
|
2023
Q3 | $437K | Buy |
7,850
+406
| +5% | +$22.6K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $421K | Buy |
7,444
+174
| +2% | +$9.83K | ﹤0.01% | 1468 |
|
|
2023
Q1 | $461K | Sell |
7,270
-62
| -0.8% | -$3.93K | ﹤0.01% | 1383 |
|
|
2022
Q4 | $401K | Sell |
7,332
-644
| -8% | -$35.2K | ﹤0.01% | 1389 |
|
|
2022
Q3 | $377K | Buy |
7,976
+549
| +7% | +$25.9K | ﹤0.01% | 1378 |
|
|
2022
Q2 | $360K | Buy |
7,427
+943
| +15% | +$45.7K | ﹤0.01% | 1355 |
|
|
2022
Q1 | $269K | Sell |
6,484
-153
| -2% | -$6.35K | ﹤0.01% | 1467 |
|
|
2021
Q4 | $331K | Sell |
6,637
-663
| -9% | -$33.1K | ﹤0.01% | 1408 |
|
|
2021
Q3 | $424K | Buy |
7,300
+433
| +6% | +$25.2K | ﹤0.01% | 1230 |
|
|
2021
Q2 | $455K | Buy |
6,867
+87
| +1% | +$5.77K | ﹤0.01% | 1167 |
|
|
2021
Q1 | $401K | Sell |
6,780
-3,526
| -34% | -$209K | ﹤0.01% | 1124 |
|
|
2020
Q4 | $588K | Buy |
10,306
+2,121
| +26% | +$121K | 0.01% | 899 |
|
|
2020
Q3 | $433K | Buy |
8,185
+2,556
| +45% | +$135K | 0.01% | 922 |
|
|
2020
Q2 | $271K | Buy |
+5,629
| New | +$271K | ﹤0.01% | 1055 |
|
|
2020
Q1 | – | Sell |
-4,936
| Closed | -$237K | – | 1281 |
|
|
2019
Q4 | $237K | Buy |
4,936
+207
| +4% | +$9.94K | 0.01% | 1000 |
|
|
2019
Q3 | $215K | Sell |
4,729
-325
| -6% | -$14.8K | 0.01% | 901 |
|
|
2019
Q2 | $233K | Buy |
+5,054
| New | +$233K | 0.01% | 849 |
|