Next Financial Group’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
Q4 | $101K | Hold |
1,000
| – | – | 0.01% | 1159 |
|
|
2021
Q3 | $92K | Hold |
1,000
| – | – | 0.01% | 1148 |
|
|
2021
Q2 | $102K | Hold |
1,000
| – | – | 0.01% | 1101 |
|
|
2021
Q1 | $98K | Hold |
1,000
| – | – | 0.01% | 1044 |
|
|
2020
Q4 | $77K | Sell |
1,000
-45
| -4% | -$3.47K | 0.01% | 1054 |
|
|
2020
Q3 | $77K | Buy |
+1,045
| New | +$77K | 0.01% | 959 |
|
|
2020
Q2 | – | Sell |
-1,075
| Closed | -$62K | – | 1850 |
|
|
2020
Q1 | $62K | Hold |
1,075
| – | – | 0.01% | 913 |
|
|
2019
Q4 | $84K | Hold |
1,075
| – | – | 0.01% | 1017 |
|
|
2019
Q3 | $74K | Buy |
1,075
+75
| +8% | +$5.16K | 0.01% | 1014 |
|
|
2019
Q2 | $79K | Buy |
+1,000
| New | +$79K | 0.01% | 999 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$118K | – | 2117 |
|
|
2018
Q4 | $118K | Hold |
1,000
| – | – | 0.02% | 542 |
|
|
2018
Q3 | $121K | Buy |
+1,000
| New | +$121K | 0.06% | 308 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$61K | – | 1356 |
|
|
2017
Q3 | $61K | Hold |
1,000
| – | – | 0.02% | 648 |
|
|
2017
Q2 | $64K | Hold |
1,000
| – | – | 0.02% | 701 |
|
|
2017
Q1 | $57K | Sell |
1,000
-250
| -20% | -$14.3K | 0.02% | 676 |
|
|
2016
Q4 | $77K | Hold |
1,250
| – | – | 0.01% | 789 |
|
|
2016
Q3 | $86K | Buy |
1,250
+250
| +25% | +$17.2K | 0.02% | 730 |
|
|
2016
Q2 | $55K | Buy |
+1,000
| New | +$55K | 0.02% | 630 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$11K | – | 2357 |
|
|
2014
Q3 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 1720 |
|