RDFA
Ritter Daniher Financial Advisory’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$66K | – | 342 |
|
|
2023
Q1 | $66K | Hold |
500
| – | – | 0.03% | 118 |
|
|
2022
Q4 | $64K | Hold |
500
| – | – | 0.03% | 131 |
|
|
2022
Q3 | $53K | Hold |
500
| – | – | 0.04% | 116 |
|
|
2022
Q2 | $57K | Hold |
500
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $59K | Sell |
500
-500
| -50% | -$59K | 0.04% | 107 |
|
|
2021
Q4 | $139K | Buy |
1,000
+500
| +100% | +$69.5K | 0.09% | 75 |
|
|
2021
Q3 | $61K | Hold |
500
| – | – | 0.04% | 105 |
|
|
2021
Q2 | $58K | Hold |
500
| – | – | 0.04% | 97 |
|
|
2021
Q1 | $54K | Hold |
500
| – | – | 0.04% | 91 |
|
|
2020
Q4 | $54K | Buy |
+500
| New | +$54K | 0.05% | 89 |
|