FFSOTS
WFM
Fiduciary Financial Services of The Southwest’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,320
| Closed | -$219K | – | 167 |
|
|
2014
Q1 | $219K | Hold |
4,320
| – | – | 0.07% | 154 |
|
|
2013
Q4 | $250K | Sell |
4,320
-225
| -5% | -$13K | 0.08% | 144 |
|
|
2013
Q3 | $266K | Buy |
4,545
+540
| +13% | +$31.6K | 0.09% | 142 |
|
|
2013
Q2 | $206K | Buy |
+4,005
| New | +$206K | 0.07% | 150 |
|