Lodestar Investment Counsel’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,135
| Closed | -$264K | – | 163 |
|
|
2017
Q1 | $264K | Sell |
4,135
-490
| -11% | -$31.3K | 0.03% | 147 |
|
|
2016
Q4 | $293K | Sell |
4,625
-1,808
| -28% | -$115K | 0.04% | 139 |
|
|
2016
Q3 | $420K | Sell |
6,433
-279
| -4% | -$18.2K | 0.06% | 127 |
|
|
2016
Q2 | $400K | Buy |
6,712
+557
| +9% | +$33.2K | 0.06% | 124 |
|
|
2016
Q1 | $362K | Buy |
+6,155
| New | +$362K | 0.05% | 131 |
|
|
2014
Q3 | – | Sell |
-8,212
| Closed | -$479K | – | 114 |
|
|
2014
Q2 | $479K | Sell |
8,212
-557
| -6% | -$32.5K | 0.14% | 76 |
|
|
2014
Q1 | $475K | Buy |
+8,769
| New | +$475K | 0.15% | 75 |
|