Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,378
| Closed | -$244K | – | 494 |
|
|
2023
Q3 | $244K | Sell |
4,378
-9,575
| -69% | -$534K | 0.04% | 402 |
|
|
2023
Q2 | $788K | Buy |
13,953
+771
| +6% | +$43.6K | 0.08% | 245 |
|
|
2023
Q1 | $836K | Buy |
13,182
+706
| +6% | +$44.8K | 0.09% | 231 |
|
|
2022
Q4 | $682K | Buy |
12,476
+2,545
| +26% | +$139K | 0.08% | 258 |
|
|
2022
Q3 | $470K | Sell |
9,931
-1,879
| -16% | -$88.9K | 0.06% | 303 |
|
|
2022
Q2 | $573K | Buy |
11,810
+1,267
| +12% | +$61.5K | 0.08% | 266 |
|
|
2022
Q1 | $438K | Buy |
10,543
+1,381
| +15% | +$57.4K | 0.05% | 370 |
|
|
2021
Q4 | $457K | Buy |
9,162
+1,142
| +14% | +$57K | 0.05% | 371 |
|
|
2021
Q3 | $466K | Buy |
8,020
+1,717
| +27% | +$99.8K | 0.06% | 330 |
|
|
2021
Q2 | $418K | Buy |
6,303
+638
| +11% | +$42.3K | 0.07% | 320 |
|
|
2021
Q1 | $335K | Buy |
+5,665
| New | +$335K | 0.07% | 333 |
|