Moneta Group Investment Advisors’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12,466
| Closed | -$479K | – | 385 |
|
|
2018
Q2 | $479K | Buy |
12,466
+5,523
| +80% | +$212K | 0.05% | 176 |
|
|
2018
Q1 | $288K | Buy |
6,943
+1,775
| +34% | +$73.6K | 0.04% | 156 |
|
|
2017
Q4 | $207K | Hold |
5,168
| – | – | 0.03% | 185 |
|
|
2017
Q3 | $207K | Hold |
5,168
| – | – | 0.03% | 190 |
|
|
2017
Q2 | $204K | Buy |
+5,168
| New | +$204K | 0.03% | 178 |
|