Wealthspire Advisors (Maryland)’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,445
| Closed | -$65K | – | 2138 |
|
|
2019
Q1 | $65K | Sell |
1,445
-502
| -26% | -$22.6K | ﹤0.01% | 798 |
|
|
2018
Q4 | $65K | Sell |
1,947
-167
| -8% | -$5.58K | 0.01% | 751 |
|
|
2018
Q3 | $74K | Sell |
2,114
-24
| -1% | -$840 | 0.01% | 810 |
|
|
2018
Q2 | $82K | Buy |
2,138
+46
| +2% | +$1.76K | 0.01% | 782 |
|
|
2018
Q1 | $87K | Sell |
2,092
-73
| -3% | -$3.04K | 0.01% | 761 |
|
|
2017
Q4 | $87K | Sell |
2,165
-290
| -12% | -$11.7K | 0.01% | 773 |
|
|
2017
Q3 | $98K | Buy |
2,455
+498
| +25% | +$19.9K | 0.01% | 724 |
|
|
2017
Q2 | $77K | Buy |
1,957
+232
| +13% | +$9.13K | 0.01% | 797 |
|
|
2017
Q1 | $47K | Buy |
1,725
+7
| +0.4% | +$191 | 0.01% | 820 |
|
|
2016
Q4 | $45K | Buy |
+1,718
| New | +$45K | 0.01% | 800 |
|