Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-238
| Closed | -$16K | – | 969 |
|
|
2016
Q3 | $16K | Hold |
238
| – | – | 0.01% | 664 |
|
|
2016
Q2 | $13K | Hold |
238
| – | – | 0.01% | 699 |
|
|
2016
Q1 | $14K | Hold |
238
| – | – | 0.01% | 631 |
|
|
2015
Q4 | $15K | Hold |
238
| – | – | 0.01% | 657 |
|
|
2015
Q3 | $16K | Hold |
238
| – | – | 0.01% | 645 |
|
|
2015
Q2 | $16K | Hold |
238
| – | – | 0.01% | 673 |
|
|
2015
Q1 | $13K | Buy |
+238
| New | +$13K | 0.01% | 705 |
|