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