Copperwynd Financial’s Nature's Sunshine NATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-34,488
| Closed | -$688K | – | 125 |
|
|
2021
Q1 | $688K | Sell |
34,488
-11,315
| -25% | -$226K | 0.31% | 45 |
|
|
2020
Q4 | $685K | Hold |
45,803
| – | – | 0.33% | 45 |
|
|
2020
Q3 | $530K | Sell |
45,803
-15,000
| -25% | -$174K | 0.28% | 54 |
|
|
2020
Q2 | $548K | Hold |
60,803
| – | – | 0.31% | 42 |
|
|
2020
Q1 | $494K | Sell |
60,803
-10,000
| -14% | -$81.2K | 0.23% | 33 |
|
|
2019
Q4 | $632K | Sell |
70,803
-3,333
| -4% | -$29.8K | 0.33% | 55 |
|
|
2019
Q3 | $749K | Hold |
74,136
| – | – | 0.43% | 37 |
|
|
2019
Q2 | $689K | Hold |
74,136
| – | – | 0.4% | 34 |
|
|
2019
Q1 | $689K | Sell |
74,136
-2,981
| -4% | -$27.7K | 0.41% | 34 |
|
|
2018
Q4 | $629K | Sell |
77,117
-2,019
| -3% | -$16.5K | 0.39% | 22 |
|
|
2018
Q3 | $692K | Hold |
79,136
| – | – | 0.42% | 30 |
|
|
2018
Q2 | $740K | Sell |
79,136
-3,343
| -4% | -$31.3K | 0.52% | 20 |
|
|
2018
Q1 | $907K | Hold |
82,479
| – | – | 0.62% | 24 |
|
|
2017
Q4 | $953K | Buy |
+82,479
| New | +$953K | 0.7% | 23 |
|