Ipswich Investment Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-500
| Closed | -$46K | – | 399 |
|
2018
Q4 | $46K | Buy |
+500
| New | +$46K | 0.02% | 278 |
|
2016
Q2 | – | Sell |
-825
| Closed | -$48K | – | 330 |
|
2016
Q1 | $48K | Buy |
+825
| New | +$48K | 0.02% | 231 |
|
2015
Q4 | – | Sell |
-4,448
| Closed | -$256K | – | 145 |
|
2015
Q3 | $256K | Buy |
4,448
+278
| +7% | +$16K | 0.12% | 119 |
|
2015
Q2 | $270K | Hold |
4,170
| – | – | 0.12% | 110 |
|
2015
Q1 | $236K | Hold |
4,170
| – | – | 0.1% | 120 |
|
2014
Q4 | $218K | Sell |
4,170
-418
| -9% | -$21.9K | 0.09% | 122 |
|
2014
Q3 | $237K | Hold |
4,588
| – | – | 0.1% | 112 |
|
2014
Q2 | $268K | Hold |
4,588
| – | – | 0.1% | 117 |
|
2014
Q1 | $249K | Buy |
4,588
+279
| +6% | +$15.1K | 0.11% | 105 |
|
2013
Q4 | $234K | Buy |
+4,309
| New | +$234K | 0.1% | 125 |
|