SWM
Selective Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$5K | – | 755 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 643 |
|
|
2022
Q1 | $4K | Sell |
100
-200
| -67% | -$8K | ﹤0.01% | 625 |
|
|
2021
Q4 | $15K | Hold |
300
| – | – | 0.01% | 444 |
|
|
2021
Q3 | $17K | Sell |
300
-4,320
| -94% | -$245K | 0.01% | 382 |
|
|
2021
Q2 | $306K | Buy |
4,620
+4,320
| +1,440% | +$286K | 0.24% | 42 |
|
|
2021
Q1 | $18K | Buy |
+300
| New | +$18K | 0.02% | 205 |
|
|
2020
Q3 | – | Sell |
-194
| Closed | -$9K | – | 423 |
|
|
2020
Q2 | $9K | Hold |
194
| – | – | 0.01% | 251 |
|
|
2020
Q1 | $8K | Hold |
194
| – | – | 0.01% | 170 |
|
|
2019
Q4 | $9K | Hold |
194
| – | – | 0.01% | 175 |
|
|
2019
Q3 | $9K | Buy |
+194
| New | +$9K | 0.01% | 178 |
|