Fortis Advisors’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,383
| Closed | -$195K | – | 325 |
|
|
2020
Q1 | $195K | Buy |
3,383
+127
| +4% | +$7.32K | 0.13% | 77 |
|
|
2019
Q4 | $256K | Hold |
3,256
| – | – | 0.15% | 88 |
|
|
2019
Q3 | $223K | Buy |
+3,256
| New | +$223K | 0.1% | 113 |
|
|
2018
Q1 | – | Sell |
-1,720
| Closed | -$127K | – | 327 |
|
|
2017
Q4 | $127K | Buy |
1,720
+119
| +7% | +$8.79K | 0.08% | 111 |
|
|
2017
Q3 | $92K | Buy |
+1,601
| New | +$92K | 0.06% | 131 |
|