Oxler Private Wealth’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,841
| Closed | -$241K | – | 120 |
|
|
2021
Q4 | $241K | Sell |
4,841
-389
| -7% | -$19.4K | 0.1% | 113 |
|
|
2021
Q3 | $303K | Hold |
5,230
| – | – | 0.13% | 110 |
|
|
2021
Q2 | $346K | Hold |
5,230
| – | – | 0.15% | 110 |
|
|
2021
Q1 | $309K | Hold |
5,230
| – | – | 0.16% | 102 |
|
|
2020
Q4 | $298K | Buy |
+5,230
| New | +$298K | 0.17% | 83 |
|