Financial Architects (New Jersey)’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
Q3 | – | Sell |
-300
| Closed | -$13K | – | 1533 |
|
|
2017
Q2 | $13K | Sell |
300
-650
| -68% | -$28.2K | ﹤0.01% | 973 |
|
|
2017
Q1 | $28K | Buy |
950
+300
| +46% | +$8.84K | 0.01% | 760 |
|
|
2016
Q4 | $20K | Hold |
650
| – | – | ﹤0.01% | 838 |
|
|
2016
Q3 | $18K | Buy |
+650
| New | +$18K | ﹤0.01% | 860 |
|
|
2015
Q3 | – | Sell |
-1,596
| Closed | -$63K | – | 1097 |
|
|
2015
Q2 | $63K | Buy |
1,596
+19
| +1% | +$750 | 0.02% | 389 |
|
|
2015
Q1 | $82K | Sell |
1,577
-132
| -8% | -$6.86K | 0.03% | 322 |
|
|
2014
Q4 | $86K | Sell |
1,709
-942
| -36% | -$47.4K | 0.04% | 276 |
|
|
2014
Q3 | $101K | Sell |
2,651
-399
| -13% | -$15.2K | 0.05% | 217 |
|
|
2014
Q2 | $118K | Buy |
+3,050
| New | +$118K | 0.06% | 201 |
|