IHT Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,987
| Closed | -$215K | – | 1191 |
|
2024
Q2 | $215K | Sell |
6,987
-370
| -5% | -$11.4K | 0.01% | 932 |
|
2024
Q1 | $293K | Buy |
+7,357
| New | +$293K | 0.01% | 812 |
|
2023
Q4 | – | Sell |
-3,902
| Closed | -$217K | – | 1037 |
|
2023
Q3 | $217K | Sell |
3,902
-141
| -3% | -$7.86K | 0.01% | 856 |
|
2023
Q2 | $228K | Buy |
4,043
+677
| +20% | +$38.3K | 0.01% | 827 |
|
2023
Q1 | $213K | Buy |
+3,366
| New | +$213K | 0.01% | 831 |
|
2021
Q4 | – | Sell |
-3,698
| Closed | -$215K | – | 861 |
|
2021
Q3 | $215K | Sell |
3,698
-361
| -9% | -$21K | 0.02% | 713 |
|
2021
Q2 | $269K | Sell |
4,059
-35
| -0.9% | -$2.32K | 0.02% | 755 |
|
2021
Q1 | $242K | Sell |
4,094
-4
| -0.1% | -$236 | 0.02% | 701 |
|
2020
Q4 | $234K | Buy |
+4,098
| New | +$234K | 0.02% | 639 |
|
2018
Q2 | – | Sell |
-1,404
| Closed | -$56K | – | 1403 |
|
2018
Q1 | $56K | Hold |
1,404
| – | – | 0.02% | 641 |
|
2017
Q4 | $60K | Buy |
1,404
+41
| +3% | +$1.75K | 0.02% | 645 |
|
2017
Q3 | $59K | Sell |
1,363
-400
| -23% | -$17.3K | 0.03% | 479 |
|
2017
Q2 | $2 | Buy |
1,763
+1,435
| +438% | +$2 | ﹤0.01% | 1256 |
|
2017
Q1 | $9K | Hold |
328
| – | – | 0.01% | 876 |
|
2016
Q4 | $9K | Buy |
+328
| New | +$9K | 0.01% | 824 |
|