BWA
Burt Wealth Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-425
| Closed | -$43K | – | 431 |
|
|
2019
Q4 | $43K | Buy |
425
+25
| +6% | +$2.53K | 0.02% | 184 |
|
|
2019
Q3 | $45K | Sell |
400
-50
| -11% | -$5.63K | 0.02% | 175 |
|
|
2019
Q2 | $50K | Hold |
450
| – | – | 0.02% | 169 |
|
|
2019
Q1 | $45K | Sell |
450
-50
| -10% | -$5K | 0.02% | 181 |
|
|
2018
Q4 | $46K | Hold |
500
| – | – | 0.02% | 179 |
|
|
2018
Q3 | $45K | Hold |
500
| – | – | 0.02% | 188 |
|
|
2018
Q2 | $39K | Hold |
500
| – | – | 0.02% | 195 |
|
|
2018
Q1 | $43K | Hold |
500
| – | – | 0.02% | 194 |
|
|
2017
Q4 | $41K | Hold |
500
| – | – | 0.03% | 198 |
|
|
2017
Q3 | $37K | Hold |
500
| – | – | 0.02% | 199 |
|
|
2017
Q2 | $36K | Hold |
500
| – | – | 0.02% | 216 |
|
|
2017
Q1 | $32K | Hold |
500
| – | – | 0.02% | 197 |
|
|
2016
Q4 | $32K | Hold |
500
| – | – | 0.03% | 200 |
|
|
2016
Q3 | $45K | Hold |
500
| – | – | 0.05% | 164 |
|
|
2016
Q2 | $41K | Hold |
500
| – | – | 0.05% | 167 |
|
|
2016
Q1 | $41K | Hold |
500
| – | – | 0.04% | 184 |
|
|
2015
Q4 | $36K | Hold |
500
| – | – | 0.03% | 165 |
|
|
2015
Q3 | $39K | Hold |
500
| – | – | 0.05% | 148 |
|
|
2015
Q2 | $45K | Buy |
500
+100
| +25% | +$9K | 0.05% | 153 |
|
|
2015
Q1 | $31K | Hold |
400
| – | – | 0.03% | 164 |
|
|
2014
Q4 | $29K | Buy |
+400
| New | +$29K | 0.03% | 164 |
|