Independent Advisor Alliance’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,099
| Closed | -$293K | – | 872 |
|
|
2019
Q4 | $293K | Buy |
6,099
+51
| +0.8% | +$2.45K | 0.01% | 685 |
|
|
2019
Q3 | $275K | Sell |
6,048
-160
| -3% | -$7.28K | 0.03% | 357 |
|
|
2019
Q2 | $287K | Buy |
6,208
+44
| +0.7% | +$2.03K | 0.04% | 306 |
|
|
2019
Q1 | $277K | Sell |
6,164
-115
| -2% | -$5.17K | 0.04% | 333 |
|
|
2018
Q4 | $211K | Buy |
+6,279
| New | +$211K | 0.04% | 360 |
|
|
2018
Q3 | – | Sell |
-7,009
| Closed | -$266K | – | 400 |
|
|
2018
Q2 | $266K | Buy |
7,009
+1,064
| +18% | +$40.4K | 0.06% | 256 |
|
|
2018
Q1 | $236K | Buy |
5,945
+650
| +12% | +$25.8K | 0.05% | 289 |
|
|
2017
Q4 | $226K | Sell |
5,295
-50
| -0.9% | -$2.13K | 0.05% | 276 |
|
|
2017
Q3 | $230K | Sell |
5,345
-4,190
| -44% | -$180K | 0.06% | 237 |
|
|
2017
Q2 | $209K | Buy |
+9,535
| New | +$209K | 0.07% | 225 |
|