SWM
Selective Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$11K | – | 754 |
|
|
2022
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2022
Q1 | $12K | Sell |
100
-200
| -67% | -$24K | ﹤0.01% | 522 |
|
|
2021
Q4 | $42K | Hold |
300
| – | – | 0.02% | 303 |
|
|
2021
Q3 | $37K | Sell |
300
-4,320
| -94% | -$533K | 0.02% | 287 |
|
|
2021
Q2 | $531K | Buy |
4,620
+4,320
| +1,440% | +$497K | 0.42% | 32 |
|
|
2021
Q1 | $32K | Buy |
+300
| New | +$32K | 0.03% | 158 |
|
|
2020
Q3 | – | Sell |
-194
| Closed | -$17K | – | 422 |
|
|
2020
Q2 | $17K | Hold |
194
| – | – | 0.01% | 192 |
|
|
2020
Q1 | $13K | Hold |
194
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $20K | Hold |
194
| – | – | 0.02% | 121 |
|
|
2019
Q3 | $22K | Buy |
+194
| New | +$22K | 0.03% | 118 |
|