Envestnet Asset Management’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-494
| Closed | -$57K | – | 2561 |
|
|
2018
Q2 | $57K | Buy |
494
+2
| +0.4% | +$231 | ﹤0.01% | 2169 |
|
|
2018
Q1 | $42K | Sell |
492
-46
| -9% | -$3.93K | ﹤0.01% | 2194 |
|
|
2017
Q4 | $40K | Sell |
538
-73
| -12% | -$5.43K | ﹤0.01% | 2372 |
|
|
2017
Q3 | $36K | Sell |
611
-62
| -9% | -$3.65K | ﹤0.01% | 2367 |
|
|
2017
Q2 | $43K | Sell |
673
-26
| -4% | -$1.66K | ﹤0.01% | 2410 |
|
|
2017
Q1 | $41K | Sell |
699
-27
| -4% | -$1.58K | ﹤0.01% | 2484 |
|
|
2016
Q4 | $45K | Buy |
+726
| New | +$45K | ﹤0.01% | 2478 |
|