Householder Group Estate & Retirement Specialist’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,763
| Closed | -$169K | – | 1262 |
|
|
2024
Q3 | $169K | Hold |
3,763
| – | – | 0.05% | 274 |
|
|
2024
Q2 | $116K | Sell |
3,763
-209
| -5% | -$6.44K | 0.03% | 326 |
|
|
2024
Q1 | $158K | Hold |
3,972
| – | – | 0.05% | 276 |
|
|
2023
Q4 | $168K | Buy |
3,972
+1,543
| +64% | +$65.3K | 0.06% | 261 |
|
|
2023
Q3 | $135K | Buy |
+2,429
| New | +$135K | 0.05% | 267 |
|
|
2023
Q1 | $154K | Hold |
2,429
| – | – | 0.06% | 230 |
|
|
2022
Q4 | $132K | Hold |
2,429
| – | – | 0.2% | 58 |
|
|
2022
Q3 | $114K | Buy |
+2,429
| New | +$114K | 0.05% | 250 |
|