MWAC
Mariner Wealth Advisors (Cincinnati)’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $219K | Buy |
+2,407
| New | +$219K | 0.01% | 273 |
|
|
2018
Q2 | – | Sell |
-2,447
| Closed | -$208K | – | 309 |
|
|
2018
Q1 | $208K | Sell |
2,447
-251
| -9% | -$21.3K | 0.01% | 271 |
|
|
2017
Q4 | $220K | Buy |
+2,698
| New | +$220K | 0.01% | 261 |
|
|
2016
Q4 | – | Sell |
-2,385
| Closed | -$217K | – | 261 |
|
|
2016
Q3 | $217K | Buy |
+2,385
| New | +$217K | 0.02% | 240 |
|
|
2014
Q2 | – | Sell |
-4,720
| Closed | -$356K | – | 152 |
|
|
2014
Q1 | $356K | Buy |
+4,720
| New | +$356K | 0.06% | 109 |
|