WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6K | Hold |
86
| – | – | ﹤0.01% | 1257 |
|
|
2017
Q1 | $5K | Hold |
86
| – | – | ﹤0.01% | 1227 |
|
|
2016
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 1275 |
|
|
2016
Q3 | $6K | Sell |
86
-32
| -27% | -$2.23K | ﹤0.01% | 1244 |
|
|
2016
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 1180 |
|
|
2016
Q1 | $7K | Buy |
118
+12
| +11% | +$712 | ﹤0.01% | 1136 |
|
|
2015
Q4 | $7K | Buy |
106
+20
| +23% | +$1.32K | ﹤0.01% | 1165 |
|
|
2015
Q3 | $6K | Buy |
+86
| New | +$6K | ﹤0.01% | 1225 |
|