Liberty Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,065
| Closed | -$61K | – | 1140 |
|
2021
Q3 | $61K | Buy |
1,065
+328
| +45% | +$18.8K | 0.02% | 386 |
|
2021
Q2 | $49K | Buy |
737
+3
| +0.4% | +$199 | 0.02% | 320 |
|
2021
Q1 | $42K | Hold |
734
| – | – | 0.02% | 312 |
|
2020
Q4 | $42K | Buy |
734
+708
| +2,723% | +$40.5K | 0.02% | 309 |
|
2020
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 840 |
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 831 |
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 856 |
|
2019
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 877 |
|
2019
Q2 | – | Sell |
-510
| Closed | -$22K | – | 953 |
|
2019
Q1 | $22K | Buy |
510
+35
| +7% | +$1.51K | 0.02% | 337 |
|
2018
Q4 | $15K | Buy |
+475
| New | +$15K | 0.01% | 370 |
|