Wealthspire Advisors (Maryland)’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,206
| Closed | -$133K | – | 508 |
|
|
2019
Q4 | $133K | Buy |
15,206
+13
| +0.1% | +$114 | 0.01% | 482 |
|
|
2019
Q3 | $175K | Buy |
+15,193
| New | +$175K | 0.01% | 445 |
|
|
2019
Q2 | – | Sell |
-240
| Closed | -$3K | – | 1990 |
|
|
2019
Q1 | $3K | Buy |
240
+49
| +26% | +$613 | ﹤0.01% | 2060 |
|
|
2018
Q4 | $2K | Buy |
+191
| New | +$2K | ﹤0.01% | 2142 |
|
|
2018
Q3 | – | Sell |
-28
| Closed | -$1K | – | 2518 |
|
|
2018
Q2 | $1K | Buy |
28
+14
| +100% | +$500 | ﹤0.01% | 2369 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2411 |
|
|
2017
Q3 | – | Sell |
-247
| Closed | -$9K | – | 2480 |
|
|
2017
Q2 | $9K | Buy |
247
+77
| +45% | +$2.81K | ﹤0.01% | 1586 |
|
|
2017
Q1 | $7K | Buy |
170
+5
| +3% | +$206 | ﹤0.01% | 1463 |
|
|
2016
Q4 | $8K | Sell |
165
-125
| -43% | -$6.06K | ﹤0.01% | 1300 |
|
|
2016
Q3 | $12K | Buy |
290
+115
| +66% | +$4.76K | ﹤0.01% | 1206 |
|
|
2016
Q2 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 1242 |
|