Advisor Group’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 4844 |
|
|
2018
Q3 | – | Sell |
-70
| Closed | -$8K | – | 5209 |
|
|
2018
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 4188 |
|
|
2018
Q1 | $6K | Sell |
70
-27
| -28% | -$2.31K | ﹤0.01% | 4339 |
|
|
2017
Q4 | $7K | Buy |
+97
| New | +$7K | ﹤0.01% | 4285 |
|
|
2017
Q2 | – | Sell |
-1,302
| Closed | -$75K | – | 4901 |
|
|
2017
Q1 | $75K | Buy |
1,302
+800
| +159% | +$46.1K | ﹤0.01% | 2385 |
|
|
2016
Q4 | $31K | Sell |
502
-108
| -18% | -$6.67K | ﹤0.01% | 2947 |
|
|
2016
Q3 | $43K | Buy |
610
+54
| +10% | +$3.81K | ﹤0.01% | 2650 |
|
|
2016
Q2 | $30K | Buy |
+556
| New | +$30K | ﹤0.01% | 2789 |
|