HWA
HHM Wealth Advisors’s Yum China YUMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-301
| Closed | -$15K | – | 830 |
|
2022
Q2 | $15K | Hold |
301
| – | – | ﹤0.01% | 471 |
|
2022
Q1 | $13K | Hold |
301
| – | – | ﹤0.01% | 515 |
|
2021
Q4 | $15K | Hold |
301
| – | – | ﹤0.01% | 477 |
|
2021
Q3 | $17K | Hold |
301
| – | – | ﹤0.01% | 433 |
|
2021
Q2 | $20K | Hold |
301
| – | – | 0.01% | 400 |
|
2021
Q1 | $18K | Hold |
301
| – | – | 0.01% | 393 |
|
2020
Q4 | $17K | Hold |
301
| – | – | 0.01% | 370 |
|
2020
Q3 | $16K | Hold |
301
| – | – | 0.01% | 346 |
|
2020
Q2 | $14K | Hold |
301
| – | – | 0.01% | 345 |
|
2020
Q1 | $13K | Buy |
+301
| New | +$13K | 0.01% | 341 |
|