JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28
| Closed | -$322 | – | 2047 |
|
|
2024
Q1 | $322 | Sell |
28
-208
| -88% | -$2.39K | ﹤0.01% | 1853 |
|
|
2023
Q4 | $3.83K | Buy |
236
+234
| +11,700% | +$3.8K | ﹤0.01% | 1159 |
|
|
2023
Q3 | $29 | Sell |
2
-22
| -92% | -$319 | ﹤0.01% | 1951 |
|
|
2023
Q2 | $470 | Buy |
+24
| New | +$470 | ﹤0.01% | 1769 |
|
|
2023
Q1 | – | Sell |
-38
| Closed | -$1.47K | – | 1991 |
|
|
2022
Q4 | $1.47K | Buy |
38
+1
| +3% | +$39 | ﹤0.01% | 1487 |
|
|
2022
Q3 | $1K | Buy |
37
+9
| +32% | +$243 | ﹤0.01% | 1668 |
|
|
2022
Q2 | $1K | Buy |
28
+7
| +33% | +$250 | ﹤0.01% | 1664 |
|
|
2022
Q1 | $1K | Buy |
21
+13
| +163% | +$619 | ﹤0.01% | 1747 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1887 |
|
|
2019
Q2 | – | Sell |
-313
| Closed | -$4K | – | 484 |
|
|
2019
Q1 | $4K | Hold |
313
| – | – | ﹤0.01% | 409 |
|
|
2018
Q4 | $3K | Buy |
+313
| New | +$3K | ﹤0.01% | 414 |
|