B. Riley Wealth Advisors’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 |
-7,045
| Closed | -$217K | – | 580 |
|
|
2016
Q4 | $217K | Buy |
+7,045
| New | +$217K | 0.04% | 442 |
|
|
2015
Q3 | – | Sell |
-6,229
| Closed | -$246K | – | 620 |
|
|
2015
Q2 | $246K | Sell |
6,229
-5,497
| -47% | -$217K | 0.06% | 387 |
|
|
2015
Q1 | $611K | Sell |
11,726
-5,463
| -32% | -$285K | 0.15% | 177 |
|
|
2014
Q4 | $5.68K | Buy |
17,189
+10,067
| +141% | +$3.33K | 0.12% | 208 |
|
|
2014
Q3 | $310K | Sell |
7,122
-8,520
| -54% | -$371K | 0.08% | 351 |
|
|
2014
Q2 | $302K | Buy |
15,642
+12,267
| +363% | +$237K | 0.07% | 314 |
|
|
2014
Q1 | $171K | Sell |
3,375
-811
| -19% | -$41.1K | 0.05% | 437 |
|
|
2013
Q4 | $242K | Buy |
4,186
+273
| +7% | +$15.8K | 0.08% | 293 |
|
|
2013
Q3 | $229K | Buy |
3,913
+190
| +5% | +$11.1K | 0.08% | 291 |
|
|
2013
Q2 | $192K | Buy |
+3,723
| New | +$192K | 0.07% | 339 |
|