Carroll Financial Associates’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $242K | Buy |
5,036
+660
| +15% | +$31.7K | 0.01% | 358 |
|
2021
Q3 | $254K | Sell |
4,376
-40
| -0.9% | -$2.32K | 0.01% | 352 |
|
2021
Q2 | $292K | Sell |
4,416
-24
| -0.5% | -$1.59K | 0.02% | 340 |
|
2021
Q1 | $262K | Buy |
4,440
+101
| +2% | +$5.96K | 0.02% | 350 |
|
2020
Q4 | $247K | Hold |
4,339
| – | – | 0.02% | 328 |
|
2020
Q3 | $229K | Hold |
4,339
| – | – | 0.02% | 317 |
|
2020
Q2 | $208K | Buy |
4,339
+64
| +1% | +$3.07K | 0.02% | 328 |
|
2020
Q1 | $182K | Buy |
4,275
+184
| +4% | +$7.83K | 0.02% | 315 |
|
2019
Q4 | $196K | Hold |
4,091
| – | – | 0.02% | 365 |
|
2019
Q3 | $185K | Sell |
4,091
-119
| -3% | -$5.38K | 0.02% | 380 |
|
2019
Q2 | $194K | Buy |
4,210
+54
| +1% | +$2.49K | 0.02% | 357 |
|
2019
Q1 | $186K | Buy |
4,156
+65
| +2% | +$2.91K | 0.02% | 335 |
|
2018
Q4 | $139K | Hold |
4,091
| – | – | 0.02% | 321 |
|
2018
Q3 | $143K | Hold |
4,091
| – | – | 0.02% | 333 |
|
2018
Q2 | $157K | Hold |
4,091
| – | – | 0.02% | 310 |
|
2018
Q1 | $169K | Hold |
4,091
| – | – | 0.02% | 296 |
|
2017
Q4 | $163K | Hold |
4,091
| – | – | 0.02% | 294 |
|
2017
Q3 | $163K | Buy |
4,091
+760
| +23% | +$30.3K | 0.02% | 294 |
|
2017
Q2 | $131K | Sell |
3,331
-74
| -2% | -$2.91K | 0.02% | 326 |
|
2017
Q1 | $92K | Buy |
+3,405
| New | +$92K | 0.01% | 374 |
|