Calton & Associates’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,114
| Closed | -$230K | – | 434 |
|
|
2020
Q4 | $230K | Buy |
+2,114
| New | +$230K | 0.04% | 334 |
|
|
2020
Q1 | – | Sell |
-1,988
| Closed | -$200K | – | 387 |
|
|
2019
Q4 | $200K | Buy |
1,988
+136
| +7% | +$13.7K | 0.04% | 338 |
|
|
2019
Q3 | $210K | Sell |
1,852
-64
| -3% | -$7.26K | 0.05% | 309 |
|
|
2019
Q2 | $212K | Buy |
+1,916
| New | +$212K | 0.06% | 250 |
|
|
2018
Q1 | – | Sell |
-1,197
| Closed | -$102K | – | 1305 |
|
|
2017
Q4 | $102K | Buy |
+1,197
| New | +$102K | 0.03% | 486 |
|