Financial Architects (New Jersey)’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,125
| Closed | -$54K | – | 785 |
|
2020
Q2 | $54K | Hold |
1,125
| – | – | 0.01% | 410 |
|
2020
Q1 | $48K | Hold |
1,125
| – | – | 0.01% | 391 |
|
2019
Q4 | $54K | Sell |
1,125
-80
| -7% | -$3.84K | 0.01% | 418 |
|
2019
Q3 | $55K | Hold |
1,205
| – | – | 0.01% | 420 |
|
2019
Q2 | $56K | Hold |
1,205
| – | – | 0.01% | 431 |
|
2019
Q1 | $54K | Hold |
1,205
| – | – | 0.01% | 525 |
|
2018
Q4 | $40K | Hold |
1,205
| – | – | 0.01% | 547 |
|
2018
Q3 | $42K | Hold |
1,205
| – | – | 0.01% | 584 |
|
2018
Q2 | $46K | Hold |
1,205
| – | – | 0.01% | 593 |
|
2018
Q1 | $50K | Hold |
1,205
| – | – | 0.01% | 540 |
|
2017
Q4 | $48K | Hold |
1,205
| – | – | 0.01% | 620 |
|
2017
Q3 | $48K | Buy |
1,205
+100
| +9% | +$3.98K | 0.01% | 629 |
|
2017
Q2 | $44K | Sell |
1,105
-775
| -41% | -$30.9K | 0.01% | 628 |
|
2017
Q1 | $51K | Sell |
1,880
-200
| -10% | -$5.43K | 0.01% | 590 |
|
2016
Q4 | $54K | Buy |
+2,080
| New | +$54K | 0.01% | 551 |
|