LA
Lucus Advisors’s Usana Health Sciences USNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $241K | Sell |
2,803
-1,721
| -38% | -$148K | 0.42% | 27 |
|
|
2017
Q4 | $335K | Sell |
4,524
-1,514
| -25% | -$112K | 0.49% | 95 |
|
|
2017
Q3 | $348K | Buy |
+6,038
| New | +$348K | 0.49% | 99 |
|
|
2017
Q2 | – | Sell |
-4,926
| Closed | -$284K | – | 260 |
|
|
2017
Q1 | $284K | Buy |
+4,926
| New | +$284K | 0.26% | 190 |
|
|
2016
Q3 | – | Sell |
-3,154
| Closed | -$351K | – | 298 |
|
|
2016
Q2 | $351K | Sell |
3,154
-1,213
| -28% | -$135K | 0.29% | 94 |
|
|
2016
Q1 | $530K | Buy |
4,367
+799
| +22% | +$97K | 0.31% | 39 |
|
|
2015
Q4 | $456K | Buy |
3,568
+1,002
| +39% | +$128K | 0.28% | 95 |
|
|
2015
Q3 | $344K | Sell |
2,566
-1,195
| -32% | -$160K | 0.19% | 292 |
|
|
2015
Q2 | $514K | Sell |
3,761
-1,404
| -27% | -$192K | 0.25% | 71 |
|
|
2015
Q1 | $574K | Buy |
5,165
+714
| +16% | +$79.3K | 0.29% | 22 |
|
|
2014
Q4 | $457K | Buy |
+4,451
| New | +$457K | 0.2% | 208 |
|