GCA
Gradient Capital Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,493
| Closed | -$250K | – | 145 |
|
|
2023
Q3 | $250K | Hold |
4,493
| – | – | 0.1% | 127 |
|
|
2023
Q2 | $254K | Hold |
4,493
| – | – | 0.1% | 130 |
|
|
2023
Q1 | $285K | Sell |
4,493
-1,032
| -19% | -$65.4K | 0.12% | 115 |
|
|
2022
Q4 | $302K | Hold |
5,525
| – | – | 0.14% | 105 |
|
|
2022
Q3 | $261K | Buy |
+5,525
| New | +$261K | 0.12% | 109 |
|