Reilly Financial Advisors’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-143
| Closed | -$5K | – | 1077 |
|
2021
Q1 | $5K | Hold |
143
| – | – | ﹤0.01% | 803 |
|
2020
Q4 | $2K | Hold |
143
| – | – | ﹤0.01% | 817 |
|
2020
Q3 | $2K | Hold |
143
| – | – | ﹤0.01% | 769 |
|
2020
Q2 | $3K | Hold |
143
| – | – | ﹤0.01% | 782 |
|
2020
Q1 | $1K | Hold |
143
| – | – | ﹤0.01% | 860 |
|
2019
Q4 | $1K | Hold |
143
| – | – | ﹤0.01% | 864 |
|
2019
Q3 | $2K | Hold |
143
| – | – | ﹤0.01% | 832 |
|
2019
Q2 | $1K | Hold |
143
| – | – | ﹤0.01% | 918 |
|
2019
Q1 | $2K | Hold |
143
| – | – | ﹤0.01% | 895 |
|
2018
Q4 | $2K | Hold |
143
| – | – | ﹤0.01% | 870 |
|
2018
Q3 | $4K | Hold |
143
| – | – | ﹤0.01% | 875 |
|
2018
Q2 | $6K | Hold |
143
| – | – | ﹤0.01% | 785 |
|
2018
Q1 | $6K | Sell |
143
-600
| -81% | -$25.2K | ﹤0.01% | 746 |
|
2017
Q4 | $37K | Hold |
743
| – | – | 0.01% | 371 |
|
2017
Q3 | $31K | Hold |
743
| – | – | ﹤0.01% | 389 |
|
2017
Q2 | $27K | Hold |
743
| – | – | ﹤0.01% | 433 |
|
2017
Q1 | $32K | Buy |
743
+143
| +24% | +$6.16K | 0.01% | 383 |
|
2016
Q4 | $29K | Buy |
+600
| New | +$29K | 0.01% | 377 |
|