Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$426 | – | 1536 |
|
|
2022
Q4 | $426 | Hold |
8
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q3 | $448 | Sell |
8
-137
| -94% | -$7.67K | ﹤0.01% | 1483 |
|
|
2022
Q2 | $10.5K | Sell |
145
-90
| -38% | -$6.51K | ﹤0.01% | 890 |
|
|
2022
Q1 | $18.7K | Buy |
235
+91
| +63% | +$7.23K | 0.01% | 732 |
|
|
2021
Q4 | $14.6K | Buy |
144
+3
| +2% | +$304 | ﹤0.01% | 819 |
|
|
2021
Q3 | $13K | Hold |
141
| – | – | ﹤0.01% | 823 |
|
|
2021
Q2 | $14.4K | Hold |
141
| – | – | 0.01% | 799 |
|
|
2021
Q1 | $13.8K | Hold |
141
| – | – | 0.01% | 783 |
|
|
2020
Q4 | $10.9K | Hold |
141
| – | – | ﹤0.01% | 786 |
|
|
2020
Q3 | $10.4K | Hold |
141
| – | – | 0.01% | 731 |
|
|
2020
Q2 | $10.4K | Hold |
141
| – | – | 0.01% | 698 |
|
|
2020
Q1 | $8.14K | Sell |
141
-48
| -25% | -$2.77K | 0.01% | 709 |
|
|
2019
Q4 | $14.8K | Buy |
189
+48
| +34% | +$3.77K | 0.01% | 713 |
|
|
2019
Q3 | $9.64K | Buy |
+141
| New | +$9.64K | 0.01% | 793 |
|