BCA
WFM
Bray Capital Advisors’s Whole Foods Market Inc WFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-1,015
| Closed | -$32K | – | 362 |
|
2015
Q3 | $32K | Sell |
1,015
-10,870
| -91% | -$343K | 0.02% | 237 |
|
2015
Q2 | $469K | Sell |
11,885
-3,171
| -21% | -$125K | 0.27% | 90 |
|
2015
Q1 | $785K | Buy |
15,056
+2,640
| +21% | +$138K | 0.47% | 71 |
|
2014
Q4 | $626K | Buy |
+12,416
| New | +$626K | 0.41% | 77 |
|