Relyea Zuckerberg Hanson’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 |
-4,960
| Closed | -$210K | – | 244 |
|
|
2023
Q4 | $210K | Hold |
4,960
| – | – | 0.04% | 206 |
|
|
2023
Q3 | $276K | Hold |
4,960
| – | – | 0.06% | 155 |
|
|
2023
Q2 | $280K | Hold |
4,960
| – | – | 0.06% | 156 |
|
|
2023
Q1 | $314K | Hold |
4,960
| – | – | 0.08% | 135 |
|
|
2022
Q4 | $271K | Hold |
4,960
| – | – | 0.08% | 138 |
|
|
2022
Q3 | $235K | Sell |
4,960
-372
| -7% | -$17.6K | 0.08% | 128 |
|
|
2022
Q2 | $259K | Buy |
5,332
+372
| +8% | +$18.1K | 0.1% | 123 |
|
|
2022
Q1 | $208K | Sell |
4,960
-160
| -3% | -$6.71K | 0.07% | 147 |
|
|
2021
Q4 | $234K | Sell |
5,120
-221
| -4% | -$10.1K | 0.08% | 135 |
|
|
2021
Q3 | $310K | Sell |
5,341
-29
| -0.5% | -$1.68K | 0.12% | 118 |
|
|
2021
Q2 | $356K | Buy |
5,370
+30
| +0.6% | +$1.99K | 0.15% | 94 |
|
|
2021
Q1 | $320K | Buy |
5,340
+40
| +0.8% | +$2.4K | 0.14% | 94 |
|
|
2020
Q4 | $303K | Buy |
5,300
+1,440
| +37% | +$82.3K | 0.16% | 92 |
|
|
2020
Q3 | $206K | Buy |
+3,860
| New | +$206K | 0.13% | 109 |
|