Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-49,600
| Closed | -$3.17M | – | 342 |
|
|
2015
Q4 | $3.17M | Buy |
+49,600
| New | +$3.17M | 1.02% | 19 |
|
|
2014
Q2 | – | Sell |
-148
| Closed | -$6K | – | 550 |
|
|
2014
Q1 | $6K | Buy |
+148
| New | +$6K | ﹤0.01% | 280 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$7K | – | 432 |
|
|
2013
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 284 |
|