TrueWealth LLC’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $108K | Hold |
2,244
| – | – | 0.05% | 196 |
|
2020
Q1 | $96K | Hold |
2,244
| – | – | 0.05% | 188 |
|
2019
Q4 | $108K | Hold |
2,244
| – | – | 0.04% | 194 |
|
2019
Q3 | $102K | Sell |
2,244
-120
| -5% | -$5.46K | 0.04% | 198 |
|
2019
Q2 | $109K | Sell |
2,364
-150
| -6% | -$6.92K | 0.05% | 187 |
|
2019
Q1 | $113K | Hold |
2,514
| – | – | 0.05% | 186 |
|
2018
Q4 | $84K | Sell |
2,514
-9
| -0.4% | -$301 | 0.04% | 201 |
|
2018
Q3 | $89K | Hold |
2,523
| – | – | 0.04% | 208 |
|
2018
Q2 | $97K | Hold |
2,523
| – | – | 0.05% | 198 |
|
2018
Q1 | $105K | Sell |
2,523
-690
| -21% | -$28.7K | 0.05% | 185 |
|
2017
Q4 | $129K | Buy |
+3,213
| New | +$129K | 0.06% | 182 |
|