Gradient Investments’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,037
| Closed | -$32K | – | 1343 |
|
|
2024
Q2 | $32K | Buy |
1,037
+74
| +8% | +$2.28K | ﹤0.01% | 561 |
|
|
2024
Q1 | $38.3K | Sell |
963
-120
| -11% | -$4.78K | ﹤0.01% | 451 |
|
|
2023
Q4 | $46K | Sell |
1,083
-40
| -4% | -$1.7K | ﹤0.01% | 559 |
|
|
2023
Q3 | $62.6K | Buy |
1,123
+40
| +4% | +$2.23K | ﹤0.01% | 459 |
|
|
2023
Q2 | $61.2K | Buy |
1,083
+32
| +3% | +$1.81K | ﹤0.01% | 475 |
|
|
2023
Q1 | $66.6K | Buy |
1,051
+73
| +7% | +$4.63K | ﹤0.01% | 437 |
|
|
2022
Q4 | $53.4K | Hold |
978
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $46K | Sell |
978
-232
| -19% | -$10.9K | ﹤0.01% | 495 |
|
|
2022
Q2 | $59K | Hold |
1,210
| – | – | ﹤0.01% | 447 |
|
|
2022
Q1 | $50K | Sell |
1,210
-200
| -14% | -$8.26K | ﹤0.01% | 478 |
|
|
2021
Q4 | $70K | Buy |
1,410
+100
| +8% | +$4.97K | ﹤0.01% | 421 |
|
|
2021
Q3 | $76K | Hold |
1,310
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $87K | Sell |
1,310
-187
| -12% | -$12.4K | ﹤0.01% | 386 |
|
|
2021
Q1 | $89K | Hold |
1,497
| – | – | ﹤0.01% | 380 |
|
|
2020
Q4 | $79K | Hold |
1,497
| – | – | ﹤0.01% | 345 |
|
|
2020
Q3 | $79K | Buy |
1,497
+161
| +12% | +$8.5K | ﹤0.01% | 345 |
|
|
2020
Q2 | $64K | Buy |
1,336
+419
| +46% | +$20.1K | ﹤0.01% | 352 |
|
|
2020
Q1 | $39K | Buy |
917
+21
| +2% | +$893 | ﹤0.01% | 390 |
|
|
2019
Q4 | $43K | Buy |
896
+594
| +197% | +$28.5K | ﹤0.01% | 434 |
|
|
2019
Q3 | $14K | Hold |
302
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 585 |
|
|
2019
Q1 | $14K | Sell |
302
-100
| -25% | -$4.64K | ﹤0.01% | 508 |
|
|
2018
Q4 | $13K | Hold |
402
| – | – | ﹤0.01% | 533 |
|
|
2018
Q3 | $14K | Hold |
402
| – | – | ﹤0.01% | 573 |
|
|
2018
Q2 | $15K | Sell |
402
-16
| -4% | -$597 | ﹤0.01% | 545 |
|
|
2018
Q1 | $17K | Sell |
418
-83
| -17% | -$3.38K | ﹤0.01% | 516 |
|
|
2017
Q4 | $20K | Buy |
+501
| New | +$20K | ﹤0.01% | 477 |
|
|
2017
Q3 | – | Sell |
-1,002
| Closed | -$40K | – | 739 |
|
|
2017
Q2 | $40K | Buy |
1,002
+400
| +66% | +$16K | ﹤0.01% | 326 |
|
|
2017
Q1 | $16K | Hold |
602
| – | – | ﹤0.01% | 443 |
|
|
2016
Q4 | $16K | Buy |
+602
| New | +$16K | ﹤0.01% | 388 |
|