Symons Capital Management’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,405
| Closed | -$202K | – | 77 |
|
2019
Q1 | $202K | Buy |
+2,405
| New | +$202K | 0.09% | 55 |
|
2018
Q1 | – | Sell |
-5,181
| Closed | -$384K | – | 90 |
|
2017
Q4 | $384K | Hold |
5,181
| – | – | 0.11% | 49 |
|
2017
Q3 | $299K | Sell |
5,181
-210
| -4% | -$12.1K | 0.08% | 62 |
|
2017
Q2 | $346K | Sell |
5,391
-99
| -2% | -$6.35K | 0.08% | 56 |
|
2017
Q1 | $316K | Buy |
5,490
+500
| +10% | +$28.8K | 0.08% | 54 |
|
2016
Q4 | $305K | Buy |
+4,990
| New | +$305K | 0.07% | 51 |
|