BAM
Bruderman Asset Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,095
| Closed | -$109K | – | 587 |
|
|
2019
Q1 | $109K | Sell |
1,095
-29
| -3% | -$2.89K | 0.02% | 186 |
|
|
2018
Q4 | $103K | Buy |
1,124
+79
| +8% | +$7.24K | 0.03% | 172 |
|
|
2018
Q3 | $95K | Hold |
1,045
| – | – | 0.02% | 164 |
|
|
2018
Q2 | $82K | Sell |
1,045
-1,017
| -49% | -$79.8K | 0.02% | 175 |
|
|
2018
Q1 | $176K | Buy |
+2,062
| New | +$176K | 0.04% | 128 |
|
|
2017
Q3 | – | Sell |
-2,005
| Closed | -$148K | – | 329 |
|
|
2017
Q2 | $148K | Buy |
+2,005
| New | +$148K | 0.04% | 123 |
|
|
2017
Q1 | – | Sell |
-2,323
| Closed | -$147K | – | 329 |
|
|
2016
Q4 | $147K | Buy |
2,323
+11
| +0.5% | +$696 | 0.04% | 128 |
|
|
2016
Q3 | $210K | Buy |
2,312
+6
| +0.3% | +$545 | 0.06% | 117 |
|
|
2016
Q2 | $191K | Buy |
2,306
+8
| +0.3% | +$663 | 0.06% | 124 |
|
|
2016
Q1 | $188K | Buy |
2,298
+8
| +0.3% | +$654 | 0.07% | 122 |
|
|
2015
Q4 | $167K | Buy |
2,290
+897
| +64% | +$65.4K | 0.06% | 130 |
|
|
2015
Q3 | $111K | Hold |
1,393
| – | – | 0.04% | 141 |
|
|
2015
Q2 | $125K | Hold |
1,393
| – | – | 0.05% | 140 |
|
|
2015
Q1 | $110K | Buy |
+1,393
| New | +$110K | 0.04% | 144 |
|