Mount Yale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47K | Buy |
+100
| New | +$4.47K | ﹤0.01% | 1247 |
|
|
2023
Q4 | – | Sell |
-4,567
| Closed | -$254K | – | 539 |
|
|
2023
Q3 | $254K | Buy |
4,567
+445
| +11% | +$24.8K | 0.03% | 423 |
|
|
2023
Q2 | $233K | Sell |
4,122
-749
| -15% | -$42.3K | 0.02% | 437 |
|
|
2023
Q1 | $309K | Buy |
4,871
+284
| +6% | +$18K | 0.03% | 369 |
|
|
2022
Q4 | $251K | Buy |
+4,587
| New | +$251K | 0.03% | 387 |
|
|
2022
Q3 | – | Sell |
-4,463
| Closed | -$216K | – | 483 |
|
|
2022
Q2 | $216K | Buy |
+4,463
| New | +$216K | 0.03% | 429 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$4K | – | 799 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 890 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 896 |
|
|
2018
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 894 |
|