LFA
Legacy Financial Advisors’s Yum China YUMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-926
| Closed | -$42K | – | 930 |
|
2019
Q1 | $42K | Hold |
926
| – | – | 0.01% | 305 |
|
2018
Q4 | $31K | Hold |
926
| – | – | 0.01% | 333 |
|
2018
Q3 | $32K | Hold |
926
| – | – | 0.01% | 304 |
|
2018
Q2 | $34K | Buy |
926
+242
| +35% | +$8.89K | 0.01% | 294 |
|
2018
Q1 | $27K | Buy |
684
+159
| +30% | +$6.28K | 0.01% | 320 |
|
2017
Q4 | $21K | Buy |
+525
| New | +$21K | 0.01% | 360 |
|