Regal Investment Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-1,509
| Closed | -$86K | – | 894 |
|
2015
Q3 | $86K | Buy |
1,509
+1,044
| +225% | +$59.5K | 0.02% | 366 |
|
2015
Q2 | $30K | Hold |
465
| – | – | 0.01% | 502 |
|
2015
Q1 | $26K | Hold |
465
| – | – | 0.01% | 529 |
|
2014
Q4 | $24K | Sell |
465
-417
| -47% | -$21.5K | 0.01% | 507 |
|
2014
Q3 | $46K | Hold |
882
| – | – | 0.01% | 425 |
|
2014
Q2 | $51K | Hold |
882
| – | – | 0.02% | 387 |
|
2014
Q1 | $48K | Buy |
882
+465
| +112% | +$25.3K | 0.02% | 353 |
|
2013
Q4 | $23K | Sell |
417
-223
| -35% | -$12.3K | 0.01% | 426 |
|
2013
Q3 | $33K | Hold |
640
| – | – | 0.02% | 378 |
|
2013
Q2 | $32K | Buy |
+640
| New | +$32K | 0.02% | 362 |
|