HB 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
Q4 | – | Sell |
-4,059
| Closed | -$226K | – | 827 |
|
2023
Q3 | $226K | Buy |
4,059
+61
| +2% | +$3.4K | ﹤0.01% | 665 |
|
2023
Q2 | $226K | Buy |
3,998
+48
| +1% | +$2.71K | ﹤0.01% | 631 |
|
2023
Q1 | $250K | Sell |
3,950
-88
| -2% | -$5.58K | ﹤0.01% | 589 |
|
2022
Q4 | $221K | Sell |
4,038
-263
| -6% | -$14.4K | ﹤0.01% | 617 |
|
2022
Q3 | $204K | Buy |
4,301
+140
| +3% | +$6.64K | ﹤0.01% | 543 |
|
2022
Q2 | $202K | Buy |
+4,161
| New | +$202K | ﹤0.01% | 554 |
|
2022
Q1 | – | Sell |
-4,097
| Closed | -$204K | – | 621 |
|
2021
Q4 | $204K | Buy |
+4,097
| New | +$204K | ﹤0.01% | 491 |
|