LAM
Lountzis Asset Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,590
| Closed | -$291K | – | 50 |
|
|
2023
Q1 | $291K | Hold |
4,590
| – | – | 0.17% | 41 |
|
|
2022
Q4 | $268K | Hold |
4,590
| – | – | 0.16% | 28 |
|
|
2022
Q3 | $217K | Sell |
4,590
-521
| -10% | -$24.6K | 0.15% | 30 |
|
|
2022
Q2 | $247K | Hold |
5,111
| – | – | 0.17% | 29 |
|
|
2022
Q1 | $212K | Buy |
5,111
+495
| +11% | +$20.6K | 0.12% | 32 |
|
|
2021
Q4 | $230K | Sell |
4,616
-1,000
| -18% | -$49.8K | 0.13% | 29 |
|
|
2021
Q3 | $326K | Hold |
5,616
| – | – | 0.2% | 26 |
|
|
2021
Q2 | $372K | Hold |
5,616
| – | – | 0.23% | 26 |
|
|
2021
Q1 | $333K | Hold |
5,616
| – | – | 0.22% | 27 |
|
|
2020
Q4 | $321K | Hold |
5,616
| – | – | 0.24% | 24 |
|
|
2020
Q3 | $297K | Hold |
5,616
| – | – | 0.26% | 22 |
|
|
2020
Q2 | $270K | Buy |
+5,616
| New | +$270K | 0.26% | 23 |
|