WESPAC Advisors SoCal’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-78
| Closed | -$7K | – | 331 |
|
2019
Q1 | $7K | Hold |
78
| – | – | ﹤0.01% | 270 |
|
2018
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 270 |
|
2018
Q3 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 258 |
|
2018
Q2 | – | Sell |
-78
| Closed | -$6K | – | 264 |
|
2018
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 216 |
|
2017
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 211 |
|
2017
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 230 |
|
2017
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 212 |
|
2017
Q1 | $4.98K | Hold |
78
| – | – | ﹤0.01% | 212 |
|
2016
Q4 | $4.94K | Sell |
78
-30
| -28% | -$1.9K | ﹤0.01% | 212 |
|
2016
Q3 | $7.08K | Hold |
108
| – | – | ﹤0.01% | 212 |
|
2016
Q2 | $6.47K | Hold |
108
| – | – | ﹤0.01% | 229 |
|
2016
Q1 | $6.38K | Hold |
108
| – | – | ﹤0.01% | 227 |
|
2015
Q4 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 219 |
|