Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-20,582
| Closed | -$723K | – | 588 |
|
|
2014
Q2 | $723K | Buy |
20,582
+12,582
| +157% | +$442K | 0.09% | 204 |
|
|
2014
Q1 | $411K | Sell |
8,000
-215
| -3% | -$11K | 0.05% | 323 |
|
|
2013
Q4 | $478K | Sell |
8,215
-4,701
| -36% | -$274K | 0.06% | 269 |
|
|
2013
Q3 | $755K | Buy |
12,916
+3,931
| +44% | +$230K | 0.11% | 178 |
|
|
2013
Q2 | $462K | Buy |
+8,985
| New | +$462K | 0.07% | 238 |
|