AWM
WFM

AllSquare Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

AllSquare Wealth Management’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-702
Closed -$22K – 404
2016
Q4 		$22K Hold
702
– – 0.02% 184
2016
Q3 		$20K Hold
702
– – 0.02% 174
2016
Q2 		$22K Hold
702
– – 0.02% 162
2016
Q1 		$22K Buy
702
+57
+9% +$1.78K 0.02% 160
2015
Q4 		$22K Sell
645
-3
-0.5% -$95 0.02% 167
2015
Q3 		$21K Buy
648
+274
+73% +$9.69K 0.02% 165
2015
Q2 		$15K Buy
374
+78
+26% +$3.49K 0.01% 201
2015
Q1 		$15K Buy
296
+21
+8% +$1.13K 0.01% 201
2014
Q4 		$14K Buy
+275
New +$12.1K 0.01% 206

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