SWM
Seed Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,545
| Closed | -$235K | – | 156 |
|
|
2023
Q4 | $235K | Buy |
5,545
+1,450
| +35% | +$61.5K | 0.24% | 119 |
|
|
2023
Q3 | $228K | Hold |
4,095
| – | – | 0.26% | 112 |
|
|
2023
Q2 | $231K | Hold |
4,095
| – | – | 0.25% | 117 |
|
|
2023
Q1 | $260K | Hold |
4,095
| – | – | 0.29% | 86 |
|
|
2022
Q4 | $224K | Buy |
+4,095
| New | +$224K | 0.26% | 105 |
|