Focused Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-465
| Closed | -$29.5K | – | 1066 |
|
|
2023
Q1 | $29.5K | Buy |
465
+1
| +0.2% | +$63 | 0.01% | 376 |
|
|
2022
Q4 | $25.4K | Sell |
464
-154
| -25% | -$8.42K | 0.01% | 387 |
|
|
2022
Q3 | $29K | Buy |
618
+1
| +0.2% | +$47 | 0.01% | 339 |
|
|
2022
Q2 | $30K | Buy |
617
+2
| +0.3% | +$97 | 0.01% | 339 |
|
|
2022
Q1 | $26K | Buy |
615
+1
| +0.2% | +$42 | ﹤0.01% | 396 |
|
|
2021
Q4 | $31K | Buy |
+614
| New | +$31K | ﹤0.01% | 421 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 934 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 860 |
|
|
2017
Q4 | – | Sell |
-600
| Closed | -$24K | – | 727 |
|
|
2017
Q3 | $24K | Hold |
600
| – | – | 0.01% | 323 |
|
|
2017
Q2 | $24K | Hold |
600
| – | – | 0.01% | 358 |
|
|
2017
Q1 | $16K | Hold |
600
| – | – | 0.01% | 405 |
|
|
2016
Q4 | $16K | Buy |
+600
| New | +$16K | 0.01% | 414 |
|