FSWA
Financial Synergies Wealth Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-133
| Closed | -$5.29K | – | 492 |
|
|
2024
Q1 | $5.29K | Hold |
133
| – | – | ﹤0.01% | 273 |
|
|
2023
Q4 | $7.27K | Hold |
133
| – | – | ﹤0.01% | 200 |
|
|
2023
Q3 | $7.41K | Hold |
133
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $7.52K | Hold |
133
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $8.43K | Hold |
133
| – | – | ﹤0.01% | 238 |
|
|
2022
Q4 | $7.27K | Hold |
133
| – | – | ﹤0.01% | 200 |
|
|
2022
Q3 | $6.3K | Hold |
133
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $6.45K | Buy |
+133
| New | +$6.45K | ﹤0.01% | 186 |
|