BC
Burney Company’s Usana Health Sciences USNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,807
| Closed | -$679K | – | 577 |
|
|
2020
Q4 | $679K | Buy |
+8,807
| New | +$679K | 0.04% | 334 |
|
|
2019
Q4 | – | Sell |
-3,815
| Closed | -$261K | – | 471 |
|
|
2019
Q3 | $261K | Sell |
3,815
-7,505
| -66% | -$513K | 0.02% | 397 |
|
|
2019
Q2 | $899K | Sell |
11,320
-27,769
| -71% | -$2.21M | 0.05% | 273 |
|
|
2019
Q1 | $3.28M | Sell |
39,089
-10,314
| -21% | -$865K | 0.2% | 152 |
|
|
2018
Q4 | $5.82M | Buy |
49,403
+23,544
| +91% | +$2.77M | 0.41% | 77 |
|
|
2018
Q3 | $3.12M | Buy |
25,859
+23,464
| +980% | +$2.83M | 0.19% | 156 |
|
|
2018
Q2 | $276K | Hold |
2,395
| – | – | 0.02% | 381 |
|
|
2018
Q1 | $206K | Buy |
+2,395
| New | +$206K | 0.01% | 398 |
|
|
2013
Q4 | – | Sell |
-2,465
| Closed | -$214K | – | 422 |
|
|
2013
Q3 | $214K | Buy |
+2,465
| New | +$214K | 0.02% | 392 |
|