SFPIA
Stevens First Principles Investment Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,113
| Closed | -$65K | – | 248 |
|
|
2014
Q2 | $65K | Sell |
1,113
-278
| -20% | -$16.2K | 0.04% | 137 |
|
|
2014
Q1 | $75K | Buy |
+1,391
| New | +$75K | 0.05% | 125 |
|
|
2013
Q4 | – | Sell |
-1,669
| Closed | -$86K | – | 229 |
|
|
2013
Q3 | $86K | Buy |
+1,669
| New | +$86K | 0.05% | 120 |
|