EverSource Wealth Advisors’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68.1K | Buy |
1,522
+576
| +61% | +$25.8K | ﹤0.01% | 1416 |
|
2025
Q1 | $49.3K | Buy |
946
+68
| +8% | +$3.54K | ﹤0.01% | 1253 |
|
2024
Q4 | $42.3K | Buy |
878
+324
| +58% | +$15.6K | ﹤0.01% | 1262 |
|
2024
Q3 | $24.9K | Buy |
554
+167
| +43% | +$7.52K | ﹤0.01% | 1375 |
|
2024
Q2 | $11.7K | Buy |
387
+223
| +136% | +$6.75K | ﹤0.01% | 1765 |
|
2024
Q1 | $5.99K | Sell |
164
-18
| -10% | -$657 | ﹤0.01% | 1959 |
|
2023
Q4 | $7.72K | Sell |
182
-70
| -28% | -$2.97K | ﹤0.01% | 1682 |
|
2023
Q3 | $14K | Buy |
252
+54
| +27% | +$3.01K | ﹤0.01% | 1261 |
|
2023
Q2 | $11.2K | Buy |
198
+78
| +65% | +$4.41K | ﹤0.01% | 1389 |
|
2023
Q1 | $7.61K | Sell |
120
-22
| -15% | -$1.39K | ﹤0.01% | 1484 |
|
2022
Q4 | $7.76K | Sell |
142
-674
| -83% | -$36.8K | ﹤0.01% | 1426 |
|
2022
Q3 | $39K | Sell |
816
-691
| -46% | -$33K | 0.01% | 704 |
|
2022
Q2 | $73K | Buy |
1,507
+1,338
| +792% | +$64.8K | 0.02% | 482 |
|
2022
Q1 | $7K | Sell |
169
-149
| -47% | -$6.17K | ﹤0.01% | 1155 |
|
2021
Q4 | $16K | Buy |
+318
| New | +$16K | ﹤0.01% | 787 |
|