LPL Financial’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,699
| Closed | -$263K | – | 4275 |
|
|
2021
Q1 | $263K | Buy |
+2,699
| New | +$263K | ﹤0.01% | 3555 |
|
|
2019
Q1 | – | Sell |
-2,822
| Closed | -$332K | – | 3220 |
|
|
2018
Q4 | $332K | Buy |
2,822
+757
| +37% | +$89.1K | ﹤0.01% | 2379 |
|
|
2018
Q3 | $249K | Hold |
2,065
| – | – | ﹤0.01% | 2826 |
|
|
2018
Q2 | $238K | Buy |
+2,065
| New | +$238K | ﹤0.01% | 2842 |
|
|
2015
Q3 | – | Sell |
-5,262
| Closed | -$372K | – | 2901 |
|
|
2015
Q2 | $372K | Buy |
+5,262
| New | +$372K | ﹤0.01% | 2136 |
|