BWA
WFM

Burt Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

Burt Wealth Advisors’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$17K – 434
2017
Q2 		$17K Hold
400
– – 0.01% 263
2017
Q1 		$12K Sell
400
-725
-64% -$21.8K 0.01% 253
2016
Q4 		$35K Buy
1,125
+700
+165% +$21.1K 0.03% 194
2016
Q3 		$12K Hold
425
– – 0.01% 256
2016
Q2 		$13K Hold
425
– – 0.01% 254
2016
Q1 		$13K Hold
425
– – 0.01% 301
2015
Q4 		$14K Hold
425
– – 0.01% 246
2015
Q3 		$13K Hold
425
– – 0.02% 227
2015
Q2 		$17K Hold
425
– – 0.02% 226
2015
Q1 		$22K Hold
425
– – 0.02% 185
2014
Q4 		$21K Buy
+425
New +$18.7K 0.02% 190

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