Carroll Financial Associates’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-168
| Closed | -$7K | – | 1372 |
|
|
2018
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 961 |
|
|
2018
Q1 | $7K | Hold |
168
| – | – | ﹤0.01% | 940 |
|
|
2017
Q4 | $8K | Hold |
168
| – | – | ﹤0.01% | 897 |
|
|
2017
Q3 | $6K | Hold |
168
| – | – | ﹤0.01% | 949 |
|
|
2017
Q2 | $6K | Sell |
168
-83
| -33% | -$2.96K | ﹤0.01% | 955 |
|
|
2017
Q1 | $10K | Hold |
251
| – | – | ﹤0.01% | 840 |
|
|
2016
Q4 | $11K | Buy |
251
+95
| +61% | +$4.16K | ﹤0.01% | 777 |
|
|
2016
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 921 |
|
|
2016
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 876 |
|
|
2016
Q1 | $6K | Hold |
156
| – | – | ﹤0.01% | 877 |
|
|
2015
Q4 | $6K | Hold |
156
| – | – | ﹤0.01% | 837 |
|
|
2015
Q3 | $8K | Buy |
156
+20
| +15% | +$1.03K | ﹤0.01% | 766 |
|
|
2015
Q2 | $9K | Buy |
+136
| New | +$9K | ﹤0.01% | 735 |
|