JFS Wealth Advisors’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$108 | – | 2035 |
|
|
2023
Q4 | $108 | Sell |
2
-1
| -33% | -$54 | ﹤0.01% | 1952 |
|
|
2023
Q3 | $176 | Hold |
3
| – | – | ﹤0.01% | 1875 |
|
|
2023
Q2 | $190 | Sell |
3
-2
| -40% | -$127 | ﹤0.01% | 1881 |
|
|
2023
Q1 | $315 | Buy |
5
+1
| +25% | +$63 | ﹤0.01% | 1775 |
|
|
2022
Q4 | $213 | Buy |
4
+2
| +100% | +$107 | ﹤0.01% | 1826 |
|
|
2022
Q3 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 1935 |
|
|
2022
Q2 | $0 | Buy |
5
+2
| +67% | – | ﹤0.01% | 1944 |
|
|
2022
Q1 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 1974 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1889 |
|