Carroll Financial Associates’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1298 |
|
|
2017
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1004 |
|
|
2016
Q4 | – | Sell |
-514
| Closed | -$14K | – | 1265 |
|
|
2016
Q3 | $14K | Hold |
514
| – | – | ﹤0.01% | 746 |
|
|
2016
Q2 | $16K | Hold |
514
| – | – | ﹤0.01% | 684 |
|
|
2016
Q1 | $15K | Sell |
514
-58
| -10% | -$1.69K | ﹤0.01% | 687 |
|
|
2015
Q4 | $19K | Buy |
572
+58
| +11% | +$1.93K | ﹤0.01% | 603 |
|
|
2015
Q3 | $16K | Sell |
514
-330
| -39% | -$10.3K | ﹤0.01% | 620 |
|
|
2015
Q2 | $33K | Buy |
844
+330
| +64% | +$12.9K | 0.01% | 452 |
|
|
2015
Q1 | $27K | Hold |
514
| – | – | 0.01% | 372 |
|
|
2014
Q4 | $28K | Hold |
514
| – | – | 0.02% | 330 |
|
|
2014
Q3 | $24K | Hold |
514
| – | – | 0.01% | 426 |
|
|
2014
Q2 | $20K | Hold |
514
| – | – | 0.01% | 488 |
|
|
2014
Q1 | $26K | Hold |
514
| – | – | 0.01% | 382 |
|
|
2013
Q4 | $29K | Hold |
514
| – | – | 0.01% | 362 |
|
|
2013
Q3 | $30K | Buy |
+514
| New | +$30K | 0.01% | 368 |
|