SkyOak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,500
| Closed | -$290K | – | 267 |
|
|
2022
Q4 | $290K | Hold |
7,500
| – | – | 0.1% | 161 |
|
|
2022
Q3 | $258K | Hold |
7,500
| – | – | 0.09% | 170 |
|
|
2022
Q2 | $296K | Hold |
7,500
| – | – | 0.1% | 159 |
|
|
2022
Q1 | $310K | Hold |
7,500
| – | – | 0.09% | 173 |
|
|
2021
Q4 | $368K | Hold |
7,500
| – | – | 0.09% | 158 |
|
|
2021
Q3 | $363K | Hold |
7,500
| – | – | 0.1% | 153 |
|
|
2021
Q2 | $277K | Hold |
7,500
| – | – | 0.07% | 185 |
|
|
2021
Q1 | $266K | Buy |
+7,500
| New | +$266K | 0.07% | 184 |
|
|
2020
Q4 | – | Sell |
-30,500
| Closed | -$454K | – | 229 |
|
|
2020
Q3 | $454K | Buy |
30,500
+13,000
| +74% | +$194K | 0.16% | 125 |
|
|
2020
Q2 | $319K | Buy |
+17,500
| New | +$319K | 0.12% | 171 |
|