BWA
WFM
Burt Wealth Advisors’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 |
-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% | +$21.8K | 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 | +$21K | 0.02% | 190 |
|