Archford Capital Strategies’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-62
| Closed | -$1K | – | 782 |
|
|
2016
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 606 |
|
|
2016
Q3 | $1K | Sell |
62
-62
| -50% | -$1K | ﹤0.01% | 632 |
|
|
2016
Q2 | $4K | Buy |
+124
| New | +$4K | ﹤0.01% | 546 |
|
|
2016
Q1 | – | Sell |
-670
| Closed | -$33K | – | 708 |
|
|
2015
Q4 | $33K | Buy |
670
+546
| +440% | +$26.9K | 0.02% | 308 |
|
|
2015
Q3 | $4K | Buy |
124
+80
| +182% | +$2.58K | ﹤0.01% | 504 |
|
|
2015
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 537 |
|
|
2015
Q1 | $2.29K | Hold |
44
| – | – | ﹤0.01% | 499 |
|
|
2014
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 561 |
|
|
2014
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 558 |
|
|
2014
Q2 | $1.7K | Sell |
44
-1,294
| -97% | -$50K | ﹤0.01% | 716 |
|
|
2014
Q1 | $67.9K | Buy |
+1,338
| New | +$67.9K | 0.06% | 185 |
|