Ropes Wealth Advisors’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-903
| Closed | -$52K | – | 818 |
|
|
2020
Q4 | $52K | Hold |
903
| – | – | 0.01% | 381 |
|
|
2020
Q3 | $48K | Buy |
903
+183
| +25% | +$9.73K | 0.01% | 343 |
|
|
2020
Q2 | $35K | Hold |
720
| – | – | 0.01% | 341 |
|
|
2020
Q1 | $31K | Hold |
720
| – | – | 0.01% | 327 |
|
|
2019
Q4 | $35K | Hold |
720
| – | – | 0.01% | 365 |
|
|
2019
Q3 | $33K | Hold |
720
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $33K | Hold |
720
| – | – | 0.01% | 377 |
|
|
2019
Q1 | $32K | Hold |
720
| – | – | 0.01% | 375 |
|
|
2018
Q4 | $24K | Hold |
720
| – | – | 0.01% | 363 |
|
|
2018
Q3 | $25K | Hold |
720
| – | – | 0.01% | 388 |
|
|
2018
Q2 | $28K | Hold |
720
| – | – | 0.01% | 396 |
|
|
2018
Q1 | $30K | Hold |
720
| – | – | 0.01% | 372 |
|
|
2017
Q4 | $29K | Sell |
720
-1,000
| -58% | -$40.3K | 0.01% | 397 |
|
|
2017
Q3 | $69K | Hold |
1,720
| – | – | 0.02% | 294 |
|
|
2017
Q2 | $68K | Hold |
1,720
| – | – | 0.02% | 298 |
|
|
2017
Q1 | $47K | Buy |
+1,720
| New | +$47K | 0.01% | 337 |
|