Independent Portfolio Consultants’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $8K | Sell |
120
-190
| -61% | -$12.7K | ﹤0.01% | 742 |
|
|
2017
Q1 | $18K | Hold |
310
| – | – | 0.01% | 669 |
|
|
2016
Q4 | $19K | Sell |
310
-130
| -30% | -$7.97K | 0.01% | 632 |
|
|
2016
Q3 | $30K | Sell |
440
-30
| -6% | -$2.05K | 0.01% | 609 |
|
|
2016
Q2 | $26K | Hold |
470
| – | – | 0.01% | 622 |
|
|
2016
Q1 | $29K | Hold |
470
| – | – | 0.01% | 636 |
|
|
2015
Q4 | $30K | Hold |
470
| – | – | 0.01% | 643 |
|
|
2015
Q3 | $31K | Sell |
470
-190
| -29% | -$12.5K | 0.01% | 644 |
|
|
2015
Q2 | $45K | Sell |
660
-330
| -33% | -$22.5K | 0.01% | 636 |
|
|
2015
Q1 | $55K | Buy |
+990
| New | +$55K | 0.01% | 607 |
|
|
2014
Q2 | – | Sell |
-10,540
| Closed | -$397K | – | 843 |
|
|
2014
Q1 | $397K | Buy |
10,540
+160
| +2% | +$6.03K | 0.13% | 306 |
|
|
2013
Q4 | $392K | Buy |
10,380
+750
| +8% | +$28.3K | 0.14% | 311 |
|
|
2013
Q3 | $418K | Sell |
9,630
-150
| -2% | -$6.51K | 0.17% | 269 |
|
|
2013
Q2 | $354K | Buy |
+9,780
| New | +$354K | 0.16% | 287 |
|