Financial Architects (New Jersey)’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,140
| Closed | -$99K | – | 784 |
|
|
2020
Q2 | $99K | Hold |
1,140
| – | – | 0.02% | 325 |
|
|
2020
Q1 | $78K | Hold |
1,140
| – | – | 0.02% | 326 |
|
|
2019
Q4 | $115K | Sell |
1,140
-80
| -7% | -$8.07K | 0.02% | 312 |
|
|
2019
Q3 | $138K | Hold |
1,220
| – | – | 0.03% | 281 |
|
|
2019
Q2 | $135K | Hold |
1,220
| – | – | 0.03% | 291 |
|
|
2019
Q1 | $122K | Hold |
1,220
| – | – | 0.02% | 381 |
|
|
2018
Q4 | $112K | Hold |
1,220
| – | – | 0.02% | 352 |
|
|
2018
Q3 | $111K | Hold |
1,220
| – | – | 0.02% | 391 |
|
|
2018
Q2 | $95K | Buy |
1,220
+15
| +1% | +$1.17K | 0.02% | 417 |
|
|
2018
Q1 | $103K | Hold |
1,205
| – | – | 0.02% | 404 |
|
|
2017
Q4 | $98K | Hold |
1,205
| – | – | 0.02% | 442 |
|
|
2017
Q3 | $89K | Buy |
1,205
+100
| +9% | +$7.39K | 0.02% | 471 |
|
|
2017
Q2 | $82K | Sell |
1,105
-975
| -47% | -$72.4K | 0.01% | 474 |
|
|
2017
Q1 | $133K | Hold |
2,080
| – | – | 0.02% | 371 |
|
|
2016
Q4 | $132K | Sell |
2,080
-844
| -29% | -$53.6K | 0.03% | 325 |
|
|
2016
Q3 | $191K | Sell |
2,924
-92
| -3% | -$6.01K | 0.05% | 265 |
|
|
2016
Q2 | $180K | Sell |
3,016
-1
| -0% | -$60 | 0.05% | 262 |
|
|
2016
Q1 | $178K | Buy |
+3,017
| New | +$178K | 0.06% | 202 |
|
|
2015
Q3 | – | Sell |
-3,139
| Closed | -$203K | – | 921 |
|
|
2015
Q2 | $203K | Buy |
3,139
+168
| +6% | +$10.9K | 0.07% | 191 |
|
|
2015
Q1 | $168K | Sell |
2,971
-143
| -5% | -$8.09K | 0.07% | 216 |
|
|
2014
Q4 | $163K | Sell |
3,114
-418
| -12% | -$21.9K | 0.07% | 191 |
|
|
2014
Q3 | $183K | Buy |
3,532
+13
| +0.4% | +$674 | 0.09% | 156 |
|
|
2014
Q2 | $205K | Buy |
+3,519
| New | +$205K | 0.1% | 149 |
|
|
2014
Q1 | – | Sell |
-4,683
| Closed | -$255K | – | 159 |
|
|
2013
Q4 | $255K | Buy |
4,683
+1,008
| +27% | +$54.9K | 0.15% | 124 |
|
|
2013
Q3 | $188K | Sell |
3,675
-978
| -21% | -$50K | 0.12% | 126 |
|
|
2013
Q2 | $232K | Buy |
+4,653
| New | +$232K | 0.17% | 102 |
|