Stoneridge Investment Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,094
| Closed | -$553K | – | 134 |
|
|
2020
Q4 | $553K | Sell |
5,094
-1,500
| -23% | -$163K | 0.32% | 76 |
|
|
2020
Q3 | $602K | Sell |
6,594
-1,020
| -13% | -$93.1K | 0.4% | 72 |
|
|
2020
Q2 | $662K | Buy |
+7,614
| New | +$662K | 0.28% | 85 |
|
|
2017
Q2 | – | Sell |
-138,000
| Closed | -$8.82M | – | 317 |
|
|
2017
Q1 | $8.82M | Buy |
+138,000
| New | +$8.82M | 1.19% | 12 |
|