HoyleCohen’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 |
-4,452
| Closed | -$248K | – | 276 |
|
2023
Q3 | $248K | Buy |
4,452
+149
| +3% | +$8.3K | 0.02% | 236 |
|
2023
Q2 | $243K | Hold |
4,303
| – | – | 0.02% | 238 |
|
2023
Q1 | $273K | Hold |
4,303
| – | – | 0.03% | 230 |
|
2022
Q4 | $235K | Sell |
4,303
-432
| -9% | -$23.6K | 0.02% | 243 |
|
2022
Q3 | $224K | Hold |
4,735
| – | – | 0.02% | 230 |
|
2022
Q2 | $230K | Buy |
+4,735
| New | +$230K | 0.02% | 233 |
|
2022
Q1 | – | Sell |
-4,735
| Closed | -$236K | – | 286 |
|
2021
Q4 | $236K | Sell |
4,735
-449
| -9% | -$22.4K | 0.02% | 259 |
|
2021
Q3 | $301K | Sell |
5,184
-200
| -4% | -$11.6K | 0.03% | 219 |
|
2021
Q2 | $357 | Hold |
5,384
| – | – | 0.03% | 208 |
|
2021
Q1 | $319K | Hold |
5,384
| – | – | 0.03% | 210 |
|
2020
Q4 | $307K | Hold |
5,384
| – | – | 0.04% | 189 |
|
2020
Q3 | $285K | Buy |
+5,384
| New | +$285K | 0.04% | 176 |
|