Empirical Finance’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,469
| Closed | -$765K | – | 436 |
|
|
2021
Q2 | $765K | Sell |
7,469
-6,277
| -46% | -$643K | 0.12% | 193 |
|
|
2021
Q1 | $1.06M | Hold |
13,746
| – | – | 0.19% | 129 |
|
|
2020
Q4 | $1.06M | Hold |
13,746
| – | – | 0.19% | 129 |
|
|
2020
Q3 | $1.01M | Buy |
+13,746
| New | +$1.01M | 0.22% | 122 |
|
|
2017
Q1 | – | Sell |
-154
| Closed | -$10K | – | 548 |
|
|
2016
Q4 | $10K | Buy |
+154
| New | +$10K | 0.01% | 385 |
|