WR Wealth Planners’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.6K | Hold |
240
| – | – | ﹤0.01% | 571 |
|
|
2024
Q3 | $10.8K | Hold |
240
| – | – | ﹤0.01% | 614 |
|
|
2024
Q2 | $7.4K | Hold |
240
| – | – | ﹤0.01% | 647 |
|
|
2024
Q1 | $9.55K | Buy |
+240
| New | +$9.55K | ﹤0.01% | 608 |
|
|
2023
Q4 | – | Sell |
-240
| Closed | -$13.4K | – | 886 |
|
|
2023
Q3 | $13.4K | Sell |
240
-408
| -63% | -$22.7K | 0.01% | 495 |
|
|
2023
Q2 | $36.6K | Buy |
648
+1
| +0.2% | +$56 | 0.01% | 357 |
|
|
2023
Q1 | $41K | Buy |
647
+407
| +170% | +$25.8K | 0.02% | 341 |
|
|
2022
Q4 | $13.1K | Hold |
240
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $11.4K | Hold |
240
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $11.6K | Hold |
240
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $9.97K | Buy |
+240
| New | +$9.97K | 0.01% | 299 |
|