Rand Wealth’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,950
| Closed | -$300K | – | 222 |
|
|
2017
Q1 | $300K | Sell |
6,950
-3,675
| -35% | -$159K | 0.04% | 189 |
|
|
2016
Q4 | $507K | Buy |
10,625
+2,500
| +31% | +$119K | 0.06% | 173 |
|
|
2016
Q3 | $325K | Hold |
8,125
| – | – | 0.04% | 190 |
|
|
2016
Q2 | $380K | Hold |
8,125
| – | – | 0.05% | 181 |
|
|
2016
Q1 | $327K | Hold |
8,125
| – | – | 0.05% | 187 |
|
|
2015
Q4 | $320K | Buy |
8,125
+2,000
| +33% | +$78.8K | 0.05% | 190 |
|
|
2015
Q3 | $297K | Sell |
6,125
-1,700
| -22% | -$82.4K | 0.04% | 192 |
|
|
2015
Q2 | $498K | Buy |
7,825
+5,075
| +185% | +$323K | 0.07% | 163 |
|
|
2015
Q1 | $212K | Hold |
2,750
| – | – | 0.03% | 207 |
|
|
2014
Q4 | $220K | Buy |
+2,750
| New | +$220K | 0.03% | 207 |
|