Icon Wealth Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-795
| Closed | -$110K | – | 424 |
|
|
2023
Q2 | $110K | Buy |
795
+22
| +3% | +$3.05K | 0.01% | 394 |
|
|
2023
Q1 | $102K | Buy |
+773
| New | +$102K | 0.01% | 407 |
|
|
2019
Q2 | – | Sell |
-837
| Closed | -$84K | – | 796 |
|
|
2019
Q1 | $84K | Buy |
+837
| New | +$84K | 0.03% | 261 |
|
|
2018
Q3 | – | Sell |
-806
| Closed | -$63K | – | 737 |
|
|
2018
Q2 | $63K | Buy |
+806
| New | +$63K | 0.03% | 326 |
|
|
2018
Q1 | – | Sell |
-801
| Closed | -$65K | – | 751 |
|
|
2017
Q4 | $65K | Buy |
+801
| New | +$65K | 0.03% | 351 |
|