CIA
Cascade Investment Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-900
| Closed | -$57.1K | – | 243 |
|
|
2023
Q1 | $57.1K | Buy |
+900
| New | +$57.1K | 0.05% | 137 |
|
|
2022
Q3 | – | Sell |
-900
| Closed | -$43.7K | – | 238 |
|
|
2022
Q2 | $43.7K | Hold |
900
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $37.4K | Hold |
900
| – | – | 0.02% | 182 |
|
|
2021
Q4 | $44.9K | Hold |
900
| – | – | 0.03% | 171 |
|
|
2021
Q3 | $52.3K | Hold |
900
| – | – | 0.03% | 157 |
|
|
2021
Q2 | $59.6K | Hold |
900
| – | – | 0.04% | 149 |
|
|
2021
Q1 | $53.3K | Hold |
900
| – | – | 0.03% | 155 |
|
|
2020
Q4 | $51.4K | Hold |
900
| – | – | 0.04% | 158 |
|
|
2020
Q3 | $47.7K | Hold |
900
| – | – | 0.04% | 153 |
|
|
2020
Q2 | $43.3K | Hold |
900
| – | – | 0.04% | 151 |
|
|
2020
Q1 | $38.4K | Hold |
900
| – | – | 0.04% | 146 |
|
|
2019
Q4 | $43.2K | Hold |
900
| – | – | 0.03% | 156 |
|
|
2019
Q3 | $40.9K | Sell |
900
-100
| -10% | -$4.54K | 0.03% | 160 |
|
|
2019
Q2 | $46.2K | Sell |
1,000
-200
| -17% | -$9.24K | 0.04% | 145 |
|
|
2019
Q1 | $53.9K | Hold |
1,200
| – | – | 0.05% | 129 |
|
|
2018
Q4 | $40.2K | Hold |
1,200
| – | – | 0.04% | 133 |
|
|
2018
Q3 | $42.1K | Buy |
1,200
+200
| +20% | +$7.02K | 0.04% | 137 |
|
|
2018
Q2 | $38.5K | Buy |
+1,000
| New | +$38.5K | 0.03% | 136 |
|