First Personal Financial Services’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 |
-85,113
| Closed | -$3.58M | – | 896 |
|
|
2017
Q2 | $3.58M | Sell |
85,113
-1,034
| -1% | -$43.5K | 0.79% | 46 |
|
|
2017
Q1 | $2.56M | Buy |
86,147
+29,972
| +53% | +$891K | 0.61% | 60 |
|
|
2016
Q4 | $1.73M | Buy |
56,175
+5,151
| +10% | +$158K | 0.46% | 67 |
|
|
2016
Q3 | $1.45M | Buy |
+51,024
| New | +$1.45M | 0.42% | 71 |
|
|
2016
Q2 | – | Sell |
-20
| Closed | -$1K | – | 843 |
|
|
2016
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 312 |
|
|
2015
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 465 |
|
|
2015
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 461 |
|
|
2015
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 485 |
|
|
2014
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 459 |
|