AWM
WFM
AllSquare Wealth Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-702
| Closed | -$22K | – | 405 |
|
|
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% | +$1.79K | 0.02% | 160 |
|
|
2015
Q4 | $22K | Sell |
645
-3
| -0.5% | -$102 | 0.02% | 167 |
|
|
2015
Q3 | $21K | Buy |
648
+274
| +73% | +$8.88K | 0.02% | 165 |
|
|
2015
Q2 | $15K | Buy |
374
+78
| +26% | +$3.13K | 0.01% | 201 |
|
|
2015
Q1 | $15K | Buy |
296
+21
| +8% | +$1.06K | 0.01% | 201 |
|
|
2014
Q4 | $14K | Buy |
+275
| New | +$14K | 0.01% | 206 |
|