BSW Wealth Partners’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-765
| Closed | -$9K | – | 156 |
|
|
2019
Q3 | $9K | Hold |
765
| – | – | ﹤0.01% | 140 |
|
|
2019
Q2 | $7K | Buy |
+765
| New | +$7K | ﹤0.01% | 141 |
|
|
2018
Q4 | – | Sell |
-8,554
| Closed | -$256K | – | 139 |
|
|
2018
Q3 | $256K | Buy |
+8,554
| New | +$256K | 0.1% | 101 |
|
|
2018
Q1 | – | Sell |
-4,058
| Closed | -$200K | – | 93 |
|
|
2017
Q4 | $200K | Buy |
+4,058
| New | +$200K | 0.08% | 84 |
|