SWA
Sutton Wealth Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $947 | Sell |
17
-8
| -32% | -$446 | ﹤0.01% | 795 |
|
|
2023
Q2 | $1.41K | Hold |
25
| – | – | ﹤0.01% | 743 |
|
|
2023
Q1 | $1.59K | Sell |
25
-601
| -96% | -$38.1K | ﹤0.01% | 677 |
|
|
2022
Q4 | $34.2K | Hold |
626
| – | – | 0.01% | 505 |
|
|
2022
Q3 | $29.6K | Buy |
626
+11
| +2% | +$521 | 0.01% | 532 |
|
|
2022
Q2 | $29.8K | Sell |
615
-32
| -5% | -$1.55K | 0.01% | 535 |
|
|
2022
Q1 | $26.9K | Hold |
647
| – | – | 0.01% | 613 |
|
|
2021
Q4 | $32.2K | Sell |
647
-7
| -1% | -$349 | 0.01% | 552 |
|
|
2021
Q3 | $38K | Hold |
654
| – | – | 0.01% | 478 |
|
|
2021
Q2 | $43.3K | Hold |
654
| – | – | 0.02% | 444 |
|
|
2021
Q1 | $38.7K | Hold |
654
| – | – | 0.02% | 462 |
|
|
2020
Q4 | $37.3K | Hold |
654
| – | – | 0.02% | 436 |
|
|
2020
Q3 | $34.6K | Hold |
654
| – | – | 0.02% | 392 |
|
|
2020
Q2 | $31.4K | Hold |
654
| – | – | 0.02% | 414 |
|
|
2020
Q1 | $27.9K | Buy |
654
+13
| +2% | +$554 | 0.02% | 386 |
|
|
2019
Q4 | $30.8K | Hold |
641
| – | – | 0.02% | 444 |
|
|
2019
Q3 | $29.1K | Hold |
641
| – | – | 0.02% | 459 |
|
|
2019
Q2 | $29.6K | Hold |
641
| – | – | 0.02% | 459 |
|
|
2019
Q1 | $28.8K | Buy |
641
+11
| +2% | +$494 | 0.02% | 458 |
|
|
2018
Q4 | $21.1K | Hold |
630
| – | – | 0.01% | 505 |
|
|
2018
Q3 | $22.1K | Hold |
630
| – | – | 0.01% | 553 |
|
|
2018
Q2 | $24.2K | Hold |
630
| – | – | 0.02% | 525 |
|
|
2018
Q1 | $26.1K | Hold |
630
| – | – | 0.02% | 463 |
|
|
2017
Q4 | $25.2K | Hold |
630
| – | – | 0.02% | 472 |
|
|
2017
Q3 | $25.2K | Hold |
630
| – | – | 0.02% | 468 |
|
|
2017
Q2 | $24.8K | Hold |
630
| – | – | 0.02% | 453 |
|
|
2017
Q1 | $17.1K | Hold |
630
| – | – | 0.01% | 569 |
|
|
2016
Q4 | $16.5K | Buy |
+630
| New | +$16.5K | 0.01% | 555 |
|