Reilly Financial Advisors’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 | $32K | Buy |
+320
| New | +$32K | ﹤0.01% | 480 |
|
|
2021
Q3 | – | Sell |
-320
| Closed | -$33K | – | 1058 |
|
|
2021
Q2 | $33K | Hold |
320
| – | – | ﹤0.01% | 446 |
|
|
2021
Q1 | $31K | Hold |
320
| – | – | ﹤0.01% | 447 |
|
|
2020
Q4 | $25K | Hold |
320
| – | – | ﹤0.01% | 456 |
|
|
2020
Q3 | $24K | Buy |
+320
| New | +$24K | ﹤0.01% | 421 |
|