LWM
LBA Wealth Management’s Usana Health Sciences USNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $10K | Hold |
180
| – | – | 0.01% | 331 |
|
|
2016
Q4 | $11K | Buy |
180
+90
| +100% | +$5.5K | 0.01% | 323 |
|
|
2016
Q3 | $12K | Hold |
90
| – | – | 0.01% | 313 |
|
|
2016
Q2 | $10K | Hold |
90
| – | – | 0.01% | 312 |
|
|
2016
Q1 | $11K | Sell |
90
-40
| -31% | -$4.89K | 0.01% | 298 |
|
|
2015
Q4 | $17K | Hold |
130
| – | – | 0.01% | 266 |
|
|
2015
Q3 | $17K | Buy |
+130
| New | +$17K | 0.01% | 239 |
|