Diligent Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-23,830
| Closed | -$709K | – | 197 |
|
|
2017
Q1 | $709K | Buy |
23,830
+400
| +2% | +$11.9K | 0.54% | 48 |
|
|
2016
Q4 | $720K | Hold |
23,430
| – | – | 0.57% | 46 |
|
|
2016
Q3 | $664K | Sell |
23,430
-500
| -2% | -$14.2K | 0.54% | 48 |
|
|
2016
Q2 | $766K | Sell |
23,930
-250
| -1% | -$8K | 0.73% | 39 |
|
|
2016
Q1 | $752K | Sell |
24,180
-50
| -0.2% | -$1.56K | 0.82% | 37 |
|
|
2015
Q4 | $812K | Hold |
24,230
| – | – | 0.92% | 31 |
|
|
2015
Q3 | $738K | Hold |
24,230
| – | – | 0.79% | 37 |
|
|
2015
Q2 | $983K | Hold |
24,230
| – | – | 1.03% | 29 |
|
|
2015
Q1 | $1.17M | Sell |
24,230
-400
| -2% | -$19.4K | 1.2% | 23 |
|
|
2014
Q4 | $1.31M | Buy |
+24,630
| New | +$1.31M | 1.33% | 20 |
|