Integrated Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-2,954
| Closed | -$193K | – | 1035 |
|
2016
Q3 | $193K | Buy |
2,954
+179
| +6% | +$11.7K | 0.07% | 232 |
|
2016
Q2 | $165K | Sell |
2,775
-38
| -1% | -$2.26K | 0.06% | 242 |
|
2016
Q1 | $166K | Hold |
2,813
| – | – | 0.07% | 213 |
|
2015
Q4 | $148K | Sell |
2,813
-76
| -3% | -$4K | 0.06% | 235 |
|
2015
Q3 | $166K | Sell |
2,889
-278
| -9% | -$16K | 0.07% | 206 |
|
2015
Q2 | $205K | Sell |
3,167
-352
| -10% | -$22.8K | 0.08% | 190 |
|
2015
Q1 | $199K | Buy |
+3,519
| New | +$199K | 0.08% | 183 |
|