Advantage Investment Management’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1120 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 926 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 937 |
|
|
2017
Q1 | $3K | Sell |
100
-899
| -90% | -$27.1K | ﹤0.01% | 885 |
|
|
2016
Q4 | $31K | Buy |
999
+154
| +18% | +$4.63K | 0.01% | 431 |
|
|
2016
Q3 | $24K | Buy |
845
+88
| +12% | +$2.71K | 0.01% | 476 |
|
|
2016
Q2 | $24K | Sell |
757
-50
| -6% | -$1.55K | 0.01% | 459 |
|
|
2016
Q1 | $25K | Buy |
807
+657
| +438% | +$20.6K | 0.01% | 430 |
|
|
2015
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 674 |
|
|
2015
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 643 |
|
|
2015
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 682 |
|
|
2015
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 677 |
|
|
2014
Q4 | $6K | Buy |
+150
| New | +$6.61K | ﹤0.01% | 606 |
|
