Wealthstreet Investment Advisors’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-16,793
| Closed | -$994K | – | 336 |
|
2021
Q1 | $994K | Hold |
16,793
| – | – | 0.1% | 169 |
|
2020
Q4 | $959K | Hold |
16,793
| – | – | 0.1% | 168 |
|
2020
Q3 | $889K | Hold |
16,793
| – | – | 0.1% | 161 |
|
2020
Q2 | $807K | Hold |
16,793
| – | – | 0.1% | 162 |
|
2020
Q1 | $716K | Sell |
16,793
-1,120
| -6% | -$47.8K | 0.11% | 152 |
|
2019
Q4 | $860K | Sell |
17,913
-100
| -0.6% | -$4.8K | 0.1% | 166 |
|
2019
Q3 | $796K | Sell |
18,013
-200
| -1% | -$8.84K | 0.1% | 165 |
|
2019
Q2 | $841K | Sell |
18,213
-270
| -1% | -$12.5K | 0.11% | 163 |
|
2019
Q1 | $830K | Sell |
18,483
-100
| -0.5% | -$4.49K | 0.11% | 159 |
|
2018
Q4 | $662K | Sell |
18,583
-2,440
| -12% | -$86.9K | 0.09% | 182 |
|
2018
Q3 | $738K | Sell |
21,023
-690
| -3% | -$24.2K | 0.09% | 195 |
|
2018
Q2 | $835K | Buy |
21,713
+282
| +1% | +$10.8K | 0.11% | 173 |
|
2018
Q1 | $889K | Buy |
21,431
+100
| +0.5% | +$4.15K | 0.11% | 165 |
|
2017
Q4 | $854K | Buy |
+21,331
| New | +$854K | 0.1% | 174 |
|