B. Riley Wealth Advisors’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$223K | – | 1622 |
|
|
2024
Q1 | $223K | Buy |
+4,000
| New | +$223K | 0.01% | 1207 |
|
|
2023
Q4 | – | Sell |
-4,000
| Closed | -$223K | – | 1519 |
|
|
2023
Q3 | $223K | Sell |
4,000
-206
| -5% | -$11.5K | 0.01% | 1207 |
|
|
2023
Q2 | $238K | Buy |
+4,206
| New | +$238K | 0.01% | 1257 |
|
|
2022
Q1 | – | Sell |
-5,821
| Closed | -$291K | – | 1519 |
|
|
2021
Q4 | $291K | Buy |
5,821
+34
| +0.6% | +$1.7K | 0.01% | 1092 |
|
|
2021
Q3 | $345K | Buy |
5,787
+184
| +3% | +$11K | 0.01% | 970 |
|
|
2021
Q2 | $364K | Sell |
5,603
-847
| -13% | -$55K | 0.01% | 921 |
|
|
2021
Q1 | $380K | Buy |
6,450
+1,320
| +26% | +$77.8K | 0.01% | 869 |
|
|
2020
Q4 | $294K | Buy |
+5,130
| New | +$294K | 0.02% | 764 |
|