B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,752
| Closed | -$502K | – | 947 |
|
|
2015
Q2 | $502K | Sell |
12,752
-2,050
| -14% | -$80.7K | 0.4% | 50 |
|
|
2015
Q1 | $770K | Buy |
14,802
+12,150
| +458% | +$632K | 0.58% | 34 |
|
|
2014
Q4 | $133K | Buy |
2,652
+1,662
| +168% | +$83.4K | 0.11% | 221 |
|
|
2014
Q3 | $37K | Sell |
990
-3,694
| -79% | -$138K | 0.03% | 475 |
|
|
2014
Q2 | $180K | Sell |
4,684
-1,202
| -20% | -$46.2K | 0.12% | 241 |
|
|
2014
Q1 | $298K | Buy |
+5,886
| New | +$298K | 0.22% | 121 |
|