Smith Salley Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,329
| Closed | -$241K | – | 247 |
|
|
2023
Q3 | $241K | Sell |
4,329
-5
| -0.1% | -$279 | 0.02% | 217 |
|
|
2023
Q2 | $245K | Buy |
4,334
+14
| +0.3% | +$791 | 0.02% | 211 |
|
|
2023
Q1 | $274K | Hold |
4,320
| – | – | 0.02% | 200 |
|
|
2022
Q4 | $236K | Hold |
4,320
| – | – | 0.02% | 206 |
|
|
2022
Q3 | $204K | Hold |
4,320
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $210K | Buy |
+4,320
| New | +$210K | 0.02% | 215 |
|
|
2022
Q1 | – | Sell |
-5,901
| Closed | -$294K | – | 257 |
|
|
2021
Q4 | $294K | Hold |
5,901
| – | – | 0.02% | 211 |
|
|
2021
Q3 | $343K | Buy |
5,901
+70
| +1% | +$4.07K | 0.03% | 205 |
|
|
2021
Q2 | $386K | Buy |
5,831
+43
| +0.7% | +$2.85K | 0.03% | 201 |
|
|
2021
Q1 | $343K | Buy |
+5,788
| New | +$343K | 0.03% | 201 |
|