Asset Dedication LLC’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 |
-25
| Closed | -$1K | – | 401 |
|
|
2016
Q4 | $1K | Sell |
25
-1,000
| -98% | -$40K | ﹤0.01% | 375 |
|
|
2016
Q3 | $29K | Hold |
1,025
| – | – | 0.02% | 230 |
|
|
2016
Q2 | $33K | Hold |
1,025
| – | – | 0.02% | 215 |
|
|
2016
Q1 | $32K | Buy |
1,025
+1,000
| +4,000% | +$31.2K | 0.02% | 215 |
|
|
2015
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 642 |
|