PA
Perennial Advisors’s Yum! Brands YUM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-255
| Closed | -$29K | – | 286 |
|
2021
Q2 | $29K | Hold |
255
| – | – | 0.01% | 185 |
|
2021
Q1 | $28K | Hold |
255
| – | – | 0.01% | 186 |
|
2020
Q4 | $28K | Buy |
+255
| New | +$28K | 0.01% | 167 |
|
2020
Q3 | – | Sell |
-280
| Closed | -$24K | – | 214 |
|
2020
Q2 | $24K | Buy |
+280
| New | +$24K | 0.01% | 164 |
|
2019
Q1 | – | Sell |
-512
| Closed | -$47K | – | 192 |
|
2018
Q4 | $47K | Hold |
512
| – | – | 0.03% | 102 |
|
2018
Q3 | $47K | Hold |
512
| – | – | 0.03% | 109 |
|
2018
Q2 | $40K | Hold |
512
| – | – | 0.02% | 112 |
|
2018
Q1 | $44K | Hold |
512
| – | – | 0.03% | 108 |
|
2017
Q4 | $42K | Buy |
512
+115
| +29% | +$9.43K | 0.03% | 112 |
|
2017
Q3 | $29K | Hold |
397
| – | – | 0.02% | 116 |
|
2017
Q2 | $29K | Hold |
397
| – | – | 0.02% | 113 |
|
2017
Q1 | $25K | Hold |
397
| – | – | 0.02% | 116 |
|
2016
Q4 | $25K | Buy |
+397
| New | +$25K | 0.02% | 115 |
|