IIA
IPG Investment Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,070
| Closed | -$245K | – | 142 |
|
|
2015
Q3 | $245K | Sell |
3,070
-1,000
| -25% | -$80K | 0.11% | 102 |
|
|
2015
Q2 | $367K | Sell |
4,070
-500
| -11% | -$45K | 0.13% | 89 |
|
|
2015
Q1 | $360K | Hold |
4,570
| – | – | 0.14% | 85 |
|
|
2014
Q4 | $333K | Sell |
4,570
-70
| -2% | -$5.1K | 0.13% | 80 |
|
|
2014
Q3 | $334K | Hold |
4,640
| – | – | 0.12% | 70 |
|
|
2014
Q2 | $377K | Buy |
4,640
+140
| +3% | +$11.4K | 0.16% | 65 |
|
|
2014
Q1 | $339K | Buy |
+4,500
| New | +$339K | 0.16% | 57 |
|