Burt Wealth Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-425
| Closed | -$20K | – | 432 |
|
|
2019
Q4 | $20K | Buy |
425
+25
| +6% | +$1.18K | 0.01% | 244 |
|
|
2019
Q3 | $18K | Hold |
400
| – | – | 0.01% | 252 |
|
|
2019
Q2 | $18K | Hold |
400
| – | – | 0.01% | 252 |
|
|
2019
Q1 | $18K | Hold |
400
| – | – | 0.01% | 254 |
|
|
2018
Q4 | $13K | Hold |
400
| – | – | 0.01% | 264 |
|
|
2018
Q3 | $14K | Hold |
400
| – | – | 0.01% | 277 |
|
|
2018
Q2 | $15K | Hold |
400
| – | – | 0.01% | 267 |
|
|
2018
Q1 | $17K | Hold |
400
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $16K | Hold |
400
| – | – | 0.01% | 254 |
|
|
2017
Q3 | $16K | Hold |
400
| – | – | 0.01% | 245 |
|
|
2017
Q2 | $15K | Hold |
400
| – | – | 0.01% | 271 |
|
|
2017
Q1 | $11K | Sell |
400
-100
| -20% | -$2.75K | 0.01% | 256 |
|
|
2016
Q4 | $13K | Buy |
+500
| New | +$13K | 0.01% | 264 |
|