BerganKDV 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
Q2 | $273K | Hold |
4,840
| – | – | 0.03% | 208 |
|
|
2023
Q1 | $307K | Buy |
4,840
+2,440
| +102% | +$155K | 0.03% | 208 |
|
|
2022
Q4 | $131K | Sell |
2,400
-11
| -0.5% | -$601 | 0.01% | 278 |
|
|
2022
Q3 | $114K | Sell |
2,411
-4,800
| -67% | -$227K | 0.01% | 274 |
|
|
2022
Q2 | $350K | Buy |
7,211
+2
| +0% | +$97 | 0.04% | 204 |
|
|
2022
Q1 | $299K | Hold |
7,209
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $359K | Sell |
7,209
-8
| -0.1% | -$398 | 0.04% | 217 |
|
|
2021
Q3 | $419K | Hold |
7,217
| – | – | 0.05% | 195 |
|
|
2021
Q2 | $478K | Hold |
7,217
| – | – | 0.06% | 179 |
|
|
2021
Q1 | $427K | Buy |
7,217
+5
| +0.1% | +$296 | 0.05% | 183 |
|
|
2020
Q4 | $412K | Hold |
7,212
| – | – | 0.06% | 175 |
|
|
2020
Q3 | $382K | Hold |
7,212
| – | – | 0.06% | 174 |
|
|
2020
Q2 | $347K | Buy |
7,212
+12
| +0.2% | +$577 | 0.06% | 183 |
|
|
2020
Q1 | $307K | Hold |
7,200
| – | – | 0.06% | 174 |
|
|
2019
Q4 | $346K | Hold |
7,200
| – | – | 0.06% | 181 |
|
|
2019
Q3 | $327K | Hold |
7,200
| – | – | 0.06% | 164 |
|
|
2019
Q2 | $333K | Hold |
7,200
| – | – | 0.07% | 166 |
|
|
2019
Q1 | $323K | Hold |
7,200
| – | – | 0.07% | 159 |
|
|
2018
Q4 | $241K | Hold |
7,200
| – | – | 0.06% | 161 |
|
|
2018
Q3 | $253K | Hold |
7,200
| – | – | 0.05% | 181 |
|
|
2018
Q2 | $277K | Hold |
7,200
| – | – | 0.06% | 168 |
|
|
2018
Q1 | $299K | Sell |
7,200
-67
| -0.9% | -$2.78K | 0.08% | 148 |
|
|
2017
Q4 | $291K | Hold |
7,267
| – | – | 0.07% | 162 |
|
|
2017
Q3 | $290K | Hold |
7,267
| – | – | 0.07% | 163 |
|
|
2017
Q2 | $287K | Buy |
+7,267
| New | +$287K | 0.08% | 143 |
|