CWP
CFM Wealth Partners’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,025
| Closed | -$380K | – | 166 |
|
|
2022
Q3 | $380K | Sell |
8,025
-1,261
| -14% | -$59.7K | 0.12% | 119 |
|
|
2022
Q2 | $450K | Sell |
9,286
-231
| -2% | -$11.2K | 0.14% | 112 |
|
|
2022
Q1 | $395K | Hold |
9,517
| – | – | 0.09% | 130 |
|
|
2021
Q4 | $471K | Hold |
9,517
| – | – | 0.11% | 114 |
|
|
2021
Q3 | $553K | Hold |
9,517
| – | – | 0.14% | 106 |
|
|
2021
Q2 | $631K | Hold |
9,517
| – | – | 0.17% | 90 |
|
|
2021
Q1 | $564K | Buy |
9,517
+400
| +4% | +$23.7K | 0.17% | 90 |
|
|
2020
Q4 | $520K | Hold |
9,117
| – | – | 0.17% | 87 |
|
|
2020
Q3 | $482K | Hold |
9,117
| – | – | 0.18% | 87 |
|
|
2020
Q2 | $438K | Hold |
9,117
| – | – | 0.17% | 87 |
|
|
2020
Q1 | $389K | Hold |
9,117
| – | – | 0.18% | 86 |
|
|
2019
Q4 | $452K | Buy |
+9,117
| New | +$452K | 0.17% | 96 |
|