JWM
Jacobus Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $110K | Hold |
1,492
| – | – | 0.03% | 205 |
|
|
2017
Q2 | $110K | Buy |
+1,492
| New | +$110K | 0.03% | 202 |
|
|
2016
Q4 | – | Sell |
-1,352
| Closed | -$123K | – | 227 |
|
|
2016
Q3 | $123K | Hold |
1,352
| – | – | 0.04% | 207 |
|
|
2016
Q2 | $112K | Hold |
1,352
| – | – | 0.03% | 203 |
|
|
2016
Q1 | $111K | Buy |
+1,352
| New | +$111K | 0.03% | 257 |
|
|
2015
Q4 | – | Sell |
-1,512
| Closed | -$121K | – | 292 |
|
|
2015
Q3 | $121K | Sell |
1,512
-75
| -5% | -$6K | 0.04% | 260 |
|
|
2015
Q2 | $143K | Hold |
1,587
| – | – | 0.04% | 260 |
|
|
2015
Q1 | $125K | Hold |
1,587
| – | – | 0.03% | 269 |
|
|
2014
Q4 | $116K | Hold |
1,587
| – | – | 0.03% | 274 |
|
|
2014
Q3 | $114K | Sell |
1,587
-235
| -13% | -$16.9K | 0.03% | 280 |
|
|
2014
Q2 | $148K | Sell |
1,822
-3,077
| -63% | -$250K | 0.04% | 256 |
|
|
2014
Q1 | $370K | Buy |
4,899
+2,567
| +110% | +$194K | 0.09% | 170 |
|
|
2013
Q4 | $176K | Buy |
2,332
+99
| +4% | +$7.47K | 0.05% | 225 |
|
|
2013
Q3 | $159K | Hold |
2,233
| – | – | 0.06% | 193 |
|
|
2013
Q2 | $155K | Buy |
+2,233
| New | +$155K | 0.06% | 185 |
|