IFP Advisors’s Natural Alternatives International NAII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $109K | Buy |
9,500
+6,500
| +217% | +$74.6K | 0.01% | 658 |
|
|
2018
Q4 | $29K | Hold |
3,000
| – | – | ﹤0.01% | 1902 |
|
|
2018
Q3 | $29K | Hold |
3,000
| – | – | ﹤0.01% | 2214 |
|
|
2018
Q2 | $30K | Hold |
3,000
| – | – | ﹤0.01% | 2200 |
|
|
2018
Q1 | $31K | Hold |
3,000
| – | – | ﹤0.01% | 2103 |
|
|
2017
Q4 | $31K | Buy |
3,000
+760
| +34% | +$7.85K | ﹤0.01% | 2098 |
|
|
2017
Q3 | $24K | Buy |
2,240
+240
| +12% | +$2.57K | ﹤0.01% | 2456 |
|
|
2017
Q2 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 2562 |
|
|
2017
Q1 | $18K | Buy |
+2,000
| New | +$18K | ﹤0.01% | 2542 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$26K | – | 4047 |
|
|
2016
Q3 | $26K | Buy |
+2,000
| New | +$26K | ﹤0.01% | 2227 |
|
|
2016
Q2 | – | Sell |
-9,500
| Closed | -$109K | – | 4064 |
|
|
2016
Q1 | $109K | Buy |
+9,500
| New | +$109K | 0.01% | 658 |
|