TrueWealth LLC’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $193K | Hold |
2,224
| – | – | 0.08% | 136 |
|
|
2020
Q1 | $152K | Hold |
2,224
| – | – | 0.07% | 147 |
|
|
2019
Q4 | $224K | Hold |
2,224
| – | – | 0.09% | 130 |
|
|
2019
Q3 | $252K | Hold |
2,224
| – | – | 0.11% | 112 |
|
|
2019
Q2 | $246K | Sell |
2,224
-69
| -3% | -$7.63K | 0.11% | 115 |
|
|
2019
Q1 | $229K | Hold |
2,293
| – | – | 0.11% | 121 |
|
|
2018
Q4 | $211K | Sell |
2,293
-7
| -0.3% | -$644 | 0.11% | 117 |
|
|
2018
Q3 | $209K | Sell |
2,300
-221
| -9% | -$20.1K | 0.1% | 127 |
|
|
2018
Q2 | $197K | Hold |
2,521
| – | – | 0.09% | 133 |
|
|
2018
Q1 | $215K | Sell |
2,521
-405
| -14% | -$34.5K | 0.11% | 121 |
|
|
2017
Q4 | $239K | Buy |
+2,926
| New | +$239K | 0.11% | 117 |
|