Mark Sheptoff Financial Planning’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
Q1
Sell
-991
Closed -$16.1K 425
2023
Q4
$16.1K Hold
991
0.01% 243
2023
Q3
$14K Sell
991
-7,239
-88% -$102K 0.01% 241
2023
Q2
$161K Sell
8,230
-10,800
-57% -$211K 0.09% 102
2023
Q1
$501K Buy
+19,030
New +$501K 0.29% 53