BHWM
WFM
Bar Harbor 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
Q3 | – | Sell |
-6,276
| Closed | -$264K | – | 317 |
|
|
2017
Q2 | $264K | Sell |
6,276
-1,065
| -15% | -$44.8K | 0.03% | 263 |
|
|
2017
Q1 | $218K | Sell |
7,341
-1,656
| -18% | -$49.2K | 0.03% | 305 |
|
|
2016
Q4 | $277K | Sell |
8,997
-265
| -3% | -$8.16K | 0.03% | 296 |
|
|
2016
Q3 | $262K | Buy |
9,262
+890
| +11% | +$25.2K | 0.03% | 300 |
|
|
2016
Q2 | $268K | Buy |
8,372
+1,220
| +17% | +$39.1K | 0.03% | 279 |
|
|
2016
Q1 | $223K | Buy |
+7,152
| New | +$223K | 0.03% | 281 |
|