One Wealth Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-2,053
| Closed | -$233K | – | 131 |
|
2019
Q3 | $233K | Sell |
2,053
-384
| -16% | -$43.6K | 0.2% | 86 |
|
2019
Q2 | $270K | Sell |
2,437
-1,526
| -39% | -$169K | 0.22% | 82 |
|
2019
Q1 | $396K | Sell |
3,963
-2,168
| -35% | -$217K | 0.32% | 46 |
|
2018
Q4 | $564K | Sell |
6,131
-1,284
| -17% | -$118K | 0.56% | 19 |
|
2018
Q3 | $674K | Sell |
7,415
-198
| -3% | -$18K | 0.52% | 26 |
|
2018
Q2 | $595K | Buy |
+7,613
| New | +$595K | 0.48% | 26 |
|
2018
Q1 | – | Sell |
-7,994
| Closed | -$652K | – | 599 |
|
2017
Q4 | $652K | Buy |
+7,994
| New | +$652K | 0.53% | 22 |
|