THWM
Taylor Hoffman Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-640
| Closed | -$31K | – | 380 |
|
|
2020
Q2 | $31K | Buy |
+640
| New | +$31K | 0.02% | 224 |
|
|
2020
Q1 | – | Sell |
-640
| Closed | -$31K | – | 402 |
|
|
2019
Q4 | $31K | Hold |
640
| – | – | 0.02% | 251 |
|
|
2019
Q3 | $29K | Hold |
640
| – | – | 0.02% | 247 |
|
|
2019
Q2 | $30K | Hold |
640
| – | – | 0.02% | 230 |
|
|
2019
Q1 | $29K | Hold |
640
| – | – | 0.02% | 234 |
|
|
2018
Q4 | $21K | Sell |
640
-200
| -24% | -$6.56K | 0.02% | 237 |
|
|
2018
Q3 | $29K | Hold |
840
| – | – | 0.02% | 223 |
|
|
2018
Q2 | $32K | Hold |
840
| – | – | 0.03% | 206 |
|
|
2018
Q1 | $35K | Hold |
840
| – | – | 0.03% | 208 |
|
|
2017
Q4 | $34K | Buy |
+840
| New | +$34K | 0.03% | 211 |
|