SWA
Sutton Wealth Advisors’s United Natural Foods UNFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,765
| Closed | -$68.3K | – | 1532 |
|
|
2022
Q4 | $68.3K | Sell |
1,765
-26
| -1% | -$1.01K | 0.03% | 313 |
|
|
2022
Q3 | $61.6K | Sell |
1,791
-10
| -0.6% | -$344 | 0.03% | 335 |
|
|
2022
Q2 | $71K | Hold |
1,801
| – | – | 0.03% | 298 |
|
|
2022
Q1 | $74.5K | Hold |
1,801
| – | – | 0.03% | 307 |
|
|
2021
Q4 | $88.4K | Sell |
1,801
-95
| -5% | -$4.66K | 0.03% | 284 |
|
|
2021
Q3 | $91.8K | Hold |
1,896
| – | – | 0.03% | 261 |
|
|
2021
Q2 | $70.1K | Hold |
1,896
| – | – | 0.03% | 316 |
|
|
2021
Q1 | $62.5K | Hold |
1,896
| – | – | 0.02% | 335 |
|
|
2020
Q4 | $30.3K | Hold |
1,896
| – | – | 0.01% | 490 |
|
|
2020
Q3 | $28.2K | Hold |
1,896
| – | – | 0.01% | 449 |
|
|
2020
Q2 | $34.5K | Hold |
1,896
| – | – | 0.02% | 387 |
|
|
2020
Q1 | $17.4K | Buy |
1,896
+876
| +86% | +$8.04K | 0.01% | 512 |
|
|
2019
Q4 | $8.94K | Buy |
1,020
+1
| +0.1% | +$9 | ﹤0.01% | 849 |
|
|
2019
Q3 | $11.7K | Buy |
+1,019
| New | +$11.7K | 0.01% | 750 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1228 |
|
|
2019
Q1 | – | Sell |
-933
| Closed | -$9.88K | – | 1237 |
|
|
2018
Q4 | $9.88K | Buy |
+933
| New | +$9.88K | 0.01% | 747 |
|