Checchi Capital Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,019
| Closed | -$97K | – | 1485 |
|
|
2016
Q2 | $97K | Buy |
3,019
+321
| +12% | +$10.3K | 0.01% | 587 |
|
|
2016
Q1 | $84K | Buy |
+2,698
| New | +$84K | 0.02% | 650 |
|
|
2015
Q4 | – | Sell |
-6,834
| Closed | -$216K | – | 373 |
|
|
2015
Q3 | $216K | Buy |
6,834
+1,522
| +29% | +$48.1K | 0.06% | 295 |
|
|
2015
Q2 | $210K | Buy |
5,312
+16
| +0.3% | +$633 | 0.06% | 324 |
|
|
2015
Q1 | $276K | Buy |
5,296
+552
| +12% | +$28.8K | 0.08% | 240 |
|
|
2014
Q4 | $239K | Buy |
+4,744
| New | +$239K | 0.09% | 244 |
|