LWM
LBA Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-175
| Closed | -$16K | – | 487 |
|
|
2016
Q3 | $16K | Hold |
175
| – | – | 0.01% | 284 |
|
|
2016
Q2 | $15K | Hold |
175
| – | – | 0.01% | 277 |
|
|
2016
Q1 | $14K | Hold |
175
| – | – | 0.01% | 279 |
|
|
2015
Q4 | $13K | Buy |
175
+140
| +400% | +$10.4K | 0.01% | 277 |
|
|
2015
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 312 |
|
|
2015
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 293 |
|
|
2015
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 289 |
|
|
2014
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 274 |
|
|
2014
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 391 |
|
|
2014
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 249 |
|
|
2014
Q1 | $3K | Sell |
35
-128
| -79% | -$11K | ﹤0.01% | 244 |
|
|
2013
Q4 | $12K | Buy |
+163
| New | +$12K | 0.01% | 205 |
|