J.W. Cole Advisors’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,376
| Closed | -$286K | – | 808 |
|
|
2022
Q4 | $286K | Buy |
7,376
+1,174
| +19% | +$45.4K | 0.02% | 575 |
|
|
2022
Q3 | $213K | Sell |
6,202
-150
| -2% | -$5.15K | 0.02% | 655 |
|
|
2022
Q2 | $250K | Sell |
6,352
-528
| -8% | -$20.8K | 0.02% | 603 |
|
|
2022
Q1 | $284K | Sell |
6,880
-407
| -6% | -$16.8K | 0.02% | 639 |
|
|
2021
Q4 | $358K | Buy |
+7,287
| New | +$358K | 0.02% | 584 |
|