BDO Wealth Advisors’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
Q3 | – | Sell |
-400
| Closed | -$32K | – | 655 |
|
|
2019
Q2 | $32K | Sell |
400
-50
| -11% | -$4K | 0.01% | 348 |
|
|
2019
Q1 | $38K | Buy |
450
+350
| +350% | +$29.6K | 0.01% | 311 |
|
|
2018
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2018
Q3 | $12K | Sell |
100
-80
| -44% | -$9.6K | ﹤0.01% | 443 |
|
|
2018
Q2 | $21K | Hold |
180
| – | – | 0.01% | 381 |
|
|
2018
Q1 | $15K | Hold |
180
| – | – | 0.01% | 356 |
|
|
2017
Q4 | $13K | Hold |
180
| – | – | 0.01% | 318 |
|
|
2017
Q3 | $10K | Hold |
180
| – | – | 0.01% | 312 |
|
|
2017
Q2 | $12K | Buy |
+180
| New | +$12K | 0.01% | 355 |
|