First Personal Financial Services’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-943
| Closed | -$95K | – | 540 |
|
|
2019
Q4 | $95K | Sell |
943
-333
| -26% | -$33.5K | 0.03% | 155 |
|
|
2019
Q3 | $145K | Hold |
1,276
| – | – | 0.05% | 147 |
|
|
2019
Q2 | $141K | Buy |
1,276
+6
| +0.5% | +$663 | 0.04% | 187 |
|
|
2019
Q1 | $127K | Hold |
1,270
| – | – | 0.04% | 188 |
|
|
2018
Q4 | $117K | Hold |
1,270
| – | – | 0.04% | 189 |
|
|
2018
Q3 | $115K | Hold |
1,270
| – | – | 0.04% | 199 |
|
|
2018
Q2 | $99K | Buy |
1,270
+352
| +38% | +$27.4K | 0.03% | 211 |
|
|
2018
Q1 | $78K | Sell |
918
-60
| -6% | -$5.1K | 0.02% | 348 |
|
|
2017
Q4 | $80K | Buy |
978
+183
| +23% | +$15K | 0.02% | 379 |
|
|
2017
Q3 | $59K | Buy |
795
+30
| +4% | +$2.23K | 0.01% | 394 |
|
|
2017
Q2 | $56K | Hold |
765
| – | – | 0.01% | 395 |
|
|
2017
Q1 | $49K | Sell |
765
-60
| -7% | -$3.84K | 0.01% | 397 |
|
|
2016
Q4 | $52K | Sell |
825
-239
| -22% | -$15.1K | 0.01% | 365 |
|
|
2016
Q3 | $69K | Hold |
1,064
| – | – | 0.02% | 241 |
|
|
2016
Q2 | $63K | Buy |
+1,064
| New | +$63K | 0.02% | 237 |
|