TCI 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
Q2 | – | Sell |
-219
| Closed | -$13.8K | – | 2136 |
|
|
2023
Q1 | $13.8K | Buy |
219
+32
| +17% | +$2.01K | ﹤0.01% | 895 |
|
|
2022
Q4 | $9.95K | Sell |
187
-5
| -3% | -$266 | ﹤0.01% | 1069 |
|
|
2022
Q3 | $11K | Buy |
192
+154
| +405% | +$8.82K | ﹤0.01% | 976 |
|
|
2022
Q2 | $3K | Buy |
38
+18
| +90% | +$1.42K | ﹤0.01% | 1910 |
|
|
2022
Q1 | $2K | Sell |
20
-53
| -73% | -$5.3K | ﹤0.01% | 2036 |
|
|
2021
Q4 | $7K | Sell |
73
-14
| -16% | -$1.34K | ﹤0.01% | 1465 |
|
|
2021
Q3 | $8K | Buy |
87
+46
| +112% | +$4.23K | ﹤0.01% | 1289 |
|
|
2021
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 1625 |
|
|
2021
Q1 | $4K | Buy |
41
+21
| +105% | +$2.05K | ﹤0.01% | 1413 |
|
|
2020
Q4 | $2K | Sell |
20
-5
| -20% | -$500 | ﹤0.01% | 1262 |
|
|
2020
Q3 | $2K | Sell |
25
-28
| -53% | -$2.24K | ﹤0.01% | 1177 |
|
|
2020
Q2 | $4K | Buy |
53
+5
| +10% | +$377 | ﹤0.01% | 833 |
|
|
2020
Q1 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 920 |
|