Bartlett & Co’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
Q2 | – | Sell |
-200
| Closed | -$6K | – | 713 |
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 635 |
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 632 |
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 626 |
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 639 |
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 632 |
|
2015
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 642 |
|
2015
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 652 |
|
2014
Q3 | – | Sell |
-10
| Closed | – | – | 729 |
|
2014
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 743 |
|
2014
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 695 |
|