LFASL
Lugano Financial Advisors SA (LFA)’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,500
| Closed | -$99.5K | – | 184 |
|
|
2024
Q1 | $99.5K | Hold |
2,500
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $106K | Hold |
2,500
| – | – | 0.08% | 85 |
|
|
2023
Q3 | $139K | Sell |
2,500
-4,166
| -62% | -$232K | 0.12% | 70 |
|
|
2023
Q2 | $377K | Buy |
6,666
+5,000
| +300% | +$283K | 0.25% | 49 |
|
|
2023
Q1 | $106K | Sell |
1,666
-2,498
| -60% | -$158K | 0.08% | 65 |
|
|
2022
Q4 | $228K | Sell |
4,164
-4,164
| -50% | -$228K | 0.17% | 53 |
|
|
2022
Q3 | $394K | Buy |
8,328
+4,164
| +100% | +$197K | 0.31% | 49 |
|
|
2022
Q2 | $201K | Hold |
4,164
| – | – | 0.14% | 61 |
|
|
2022
Q1 | $174K | Hold |
4,164
| – | – | 0.12% | 67 |
|
|
2021
Q4 | $208K | Hold |
4,164
| – | – | 0.12% | 64 |
|
|
2021
Q3 | $242K | Buy |
+4,164
| New | +$242K | 0.16% | 60 |
|