Summit Wealth & Retirement Planning’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,274
| Closed | -$301K | – | 126 |
|
|
2020
Q4 | $301K | Hold |
5,274
| – | – | 0.11% | 95 |
|
|
2020
Q3 | $279K | Hold |
5,274
| – | – | 0.12% | 91 |
|
|
2020
Q2 | $254K | Hold |
5,274
| – | – | 0.12% | 102 |
|
|
2020
Q1 | $225K | Hold |
5,274
| – | – | 0.12% | 103 |
|
|
2019
Q4 | $253K | Hold |
5,274
| – | – | 0.11% | 112 |
|
|
2019
Q3 | $240K | Hold |
5,274
| – | – | 0.15% | 111 |
|
|
2019
Q2 | $244K | Hold |
5,274
| – | – | 0.14% | 119 |
|
|
2019
Q1 | $237K | Buy |
+5,274
| New | +$237K | 0.14% | 122 |
|