WFG Advisors’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-515
| Closed | -$33K | – | 1706 |
|
|
2015
Q2 | $33K | Hold |
515
| – | – | 0.01% | 841 |
|
|
2015
Q1 | $40K | Sell |
515
-1,756
| -77% | -$136K | 0.01% | 790 |
|
|
2014
Q4 | $176K | Hold |
2,271
| – | – | 0.04% | 469 |
|
|
2014
Q3 | $140K | Hold |
2,271
| – | – | 0.03% | 545 |
|
|
2014
Q2 | $148K | Buy |
2,271
+560
| +33% | +$36.5K | 0.03% | 531 |
|
|
2014
Q1 | $121K | Buy |
1,711
+45
| +3% | +$3.18K | 0.02% | 580 |
|
|
2013
Q4 | $126K | Buy |
1,666
+1,640
| +6,308% | +$124K | 0.02% | 655 |
|
|
2013
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 1958 |
|
|
2013
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1994 |
|