AssetMark Inc’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$161 | – | 2130 |
|
|
2023
Q4 | $161 | Buy |
+3
| New | +$161 | ﹤0.01% | 1790 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1514 |
|
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1367 |
|
|
2018
Q3 | $1K | Sell |
11
-3
| -21% | -$273 | ﹤0.01% | 1369 |
|
|
2018
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 1285 |
|
|
2018
Q1 | $1K | Buy |
14
+3
| +27% | +$214 | ﹤0.01% | 1362 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1732 |
|