Pinnacle Wealth Planning Services’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,798
| Closed | -$204K | – | 536 |
|
|
2023
Q4 | $204K | Sell |
4,798
-191
| -4% | -$8.11K | 0.03% | 404 |
|
|
2023
Q3 | $278K | Buy |
4,989
+93
| +2% | +$5.18K | 0.05% | 271 |
|
|
2023
Q2 | $277K | Sell |
4,896
-67
| -1% | -$3.79K | 0.04% | 282 |
|
|
2023
Q1 | $315K | Sell |
4,963
-1
| -0% | -$63 | 0.05% | 257 |
|
|
2022
Q4 | $271K | Sell |
4,964
-4
| -0.1% | -$219 | 0.05% | 286 |
|
|
2022
Q3 | $235K | Sell |
4,968
-130
| -3% | -$6.15K | 0.04% | 288 |
|
|
2022
Q2 | $247K | Sell |
5,098
-141
| -3% | -$6.83K | 0.04% | 288 |
|
|
2022
Q1 | $218K | Sell |
5,239
-507
| -9% | -$21.1K | 0.04% | 353 |
|
|
2021
Q4 | $286K | Sell |
5,746
-323
| -5% | -$16.1K | 0.06% | 262 |
|
|
2021
Q3 | $353K | Sell |
6,069
-360
| -6% | -$20.9K | 0.08% | 213 |
|
|
2021
Q2 | $426K | Buy |
6,429
+13
| +0.2% | +$861 | 0.1% | 160 |
|
|
2021
Q1 | $380K | Buy |
6,416
+31
| +0.5% | +$1.84K | 0.1% | 173 |
|
|
2020
Q4 | $365K | Buy |
6,385
+37
| +0.6% | +$2.12K | 0.09% | 155 |
|
|
2020
Q3 | $336K | Sell |
6,348
-2
| -0% | -$106 | 0.11% | 143 |
|
|
2020
Q2 | $305K | Buy |
+6,350
| New | +$305K | 0.1% | 158 |
|