CFSG
WFM
Community Financial Services Group’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 |
-1,425
| Closed | -$45K | – | 256 |
|
|
2015
Q3 | $45K | Sell |
1,425
-100
| -7% | -$3.16K | 0.02% | 129 |
|
|
2015
Q2 | $60K | Hold |
1,525
| – | – | 0.03% | 117 |
|
|
2015
Q1 | $79K | Buy |
1,525
+100
| +7% | +$5.18K | 0.04% | 101 |
|
|
2014
Q4 | $72K | Sell |
1,425
-212
| -13% | -$10.7K | 0.03% | 113 |
|
|
2014
Q3 | $63K | Hold |
1,637
| – | – | 0.03% | 110 |
|
|
2014
Q2 | $64K | Buy |
1,637
+1,225
| +297% | +$47.9K | 0.03% | 103 |
|
|
2014
Q1 | $21K | Buy |
+412
| New | +$21K | 0.01% | 167 |
|
|
2013
Q4 | – | Sell |
-502
| Closed | -$30K | – | 212 |
|
|
2013
Q3 | $30K | Sell |
502
-154
| -23% | -$9.2K | 0.02% | 138 |
|
|
2013
Q2 | $33K | Buy |
+656
| New | +$33K | 0.02% | 132 |
|