Wealthcare Capital Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-23
| Closed | -$2K | – | 692 |
|
|
2021
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 621 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$3K | – | 663 |
|
|
2019
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 375 |
|
|
2018
Q1 | – | Sell |
-40
| Closed | -$3K | – | 235 |
|
|
2017
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 188 |
|
|
2017
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 158 |
|
|
2017
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 152 |
|
|
2017
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 156 |
|
|
2016
Q4 | $3K | Sell |
40
-16
| -29% | -$1.2K | ﹤0.01% | 156 |
|
|
2016
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 157 |
|
|
2016
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 160 |
|
|
2016
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 171 |
|
|
2015
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 183 |
|
|
2015
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 203 |
|
|
2015
Q2 | $4K | Sell |
56
-283
| -83% | -$20.2K | ﹤0.01% | 287 |
|
|
2015
Q1 | $19K | Buy |
339
+283
| +505% | +$15.9K | ﹤0.01% | 412 |
|
|
2014
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 162 |
|
|
2014
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 230 |
|
|
2014
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 157 |
|
|
2014
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 149 |
|