Baystate 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 | $51K | Hold |
1,202
| – | – | ﹤0.01% | 383 |
|
2023
Q3 | $67K | Hold |
1,202
| – | – | 0.01% | 299 |
|
2023
Q2 | $68K | Hold |
1,202
| – | – | 0.01% | 299 |
|
2023
Q1 | $76.3K | Hold |
1,202
| – | – | 0.01% | 283 |
|
2022
Q4 | $66K | Hold |
1,202
| – | – | 0.01% | 300 |
|
2022
Q3 | $57K | Hold |
1,202
| – | – | 0.01% | 296 |
|
2022
Q2 | $58K | Hold |
1,202
| – | – | 0.01% | 305 |
|
2022
Q1 | $50K | Hold |
1,202
| – | – | ﹤0.01% | 319 |
|
2021
Q4 | $60K | Sell |
1,202
-11
| -0.9% | -$549 | 0.01% | 299 |
|
2021
Q3 | $71K | Hold |
1,213
| – | – | 0.01% | 254 |
|
2021
Q2 | $80K | Hold |
1,213
| – | – | 0.01% | 232 |
|
2021
Q1 | $72K | Hold |
1,213
| – | – | 0.01% | 224 |
|
2020
Q4 | $69K | Hold |
1,213
| – | – | 0.01% | 217 |
|
2020
Q3 | $64K | Hold |
1,213
| – | – | 0.01% | 197 |
|
2020
Q2 | $58K | Hold |
1,213
| – | – | 0.01% | 212 |
|
2020
Q1 | $52K | Hold |
1,213
| – | – | 0.01% | 194 |
|
2019
Q4 | $58K | Hold |
1,213
| – | – | 0.01% | 213 |
|
2019
Q3 | $55K | Hold |
1,213
| – | – | 0.01% | 196 |
|
2019
Q2 | $56K | Hold |
1,213
| – | – | 0.01% | 203 |
|
2019
Q1 | $53K | Hold |
1,213
| – | – | 0.01% | 206 |
|
2018
Q4 | $44K | Sell |
1,213
-60
| -5% | -$2.18K | 0.01% | 220 |
|
2018
Q3 | $41K | Hold |
1,273
| – | – | 0.01% | 228 |
|
2018
Q2 | $46K | Buy |
1,273
+3
| +0.2% | +$108 | 0.01% | 199 |
|
2018
Q1 | $50K | Sell |
1,270
-51
| -4% | -$2.01K | 0.01% | 188 |
|
2017
Q4 | $63K | Hold |
1,321
| – | – | 0.01% | 179 |
|
2017
Q3 | $57K | Buy |
1,321
+111
| +9% | +$4.79K | 0.01% | 172 |
|
2017
Q2 | $45K | Hold |
1,210
| – | – | 0.01% | 186 |
|
2017
Q1 | $39K | Buy |
+1,210
| New | +$39K | 0.01% | 199 |
|