SWM
SVA Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,747
| Closed | -$228K | – | 213 |
|
|
2019
Q4 | $228K | Sell |
4,747
-336
| -7% | -$16.1K | 0.02% | 195 |
|
|
2019
Q3 | $231K | Sell |
5,083
-200
| -4% | -$9.09K | 0.02% | 187 |
|
|
2019
Q2 | $244K | Hold |
5,283
| – | – | 0.02% | 190 |
|
|
2019
Q1 | $237K | Buy |
+5,283
| New | +$237K | 0.02% | 195 |
|
|
2018
Q4 | – | Sell |
-73,995
| Closed | -$2.6M | – | 218 |
|
|
2018
Q3 | $2.6M | Sell |
73,995
-21,665
| -23% | -$761K | 0.26% | 79 |
|
|
2018
Q2 | $3.68M | Buy |
95,660
+9,075
| +10% | +$349K | 0.4% | 60 |
|
|
2018
Q1 | $3.46M | Sell |
86,585
-4,366
| -5% | -$175K | 0.43% | 65 |
|
|
2017
Q4 | $3.64M | Buy |
90,951
+4,366
| +5% | +$175K | 0.43% | 62 |
|
|
2017
Q3 | $3.46M | Buy |
86,585
+22,972
| +36% | +$918K | 0.43% | 65 |
|
|
2017
Q2 | $2.51M | Buy |
+63,613
| New | +$2.51M | 0.33% | 78 |
|