Icon Wealth Partners’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,244
| Closed | -$396K | – | 320 |
|
|
2020
Q2 | $396K | Buy |
+8,244
| New | +$396K | 0.1% | 151 |
|
|
2019
Q2 | – | Sell |
-2,091
| Closed | -$94K | – | 797 |
|
|
2019
Q1 | $94K | Buy |
+2,091
| New | +$94K | 0.04% | 230 |
|
|
2018
Q3 | – | Sell |
-1,259
| Closed | -$48K | – | 738 |
|
|
2018
Q2 | $48K | Buy |
+1,259
| New | +$48K | 0.02% | 397 |
|
|
2018
Q1 | – | Sell |
-1,211
| Closed | -$48K | – | 752 |
|
|
2017
Q4 | $48K | Buy |
+1,211
| New | +$48K | 0.02% | 429 |
|