Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-102
| Closed | -$3K | – | 739 |
|
|
2015
Q4 | $3K | Sell |
102
-244
| -71% | -$7.18K | ﹤0.01% | 566 |
|
|
2015
Q3 | $11K | Sell |
346
-215
| -38% | -$6.84K | 0.01% | 387 |
|
|
2015
Q2 | $22K | Buy |
561
+1
| +0.2% | +$39 | 0.01% | 296 |
|
|
2015
Q1 | $29K | Sell |
560
-274
| -33% | -$14.2K | 0.02% | 268 |
|
|
2014
Q4 | $42K | Buy |
834
+1
| +0.1% | +$50 | 0.03% | 209 |
|
|
2014
Q3 | $32K | Buy |
833
+246
| +42% | +$9.45K | 0.02% | 249 |
|
|
2014
Q2 | $23K | Buy |
587
+535
| +1,029% | +$21K | 0.02% | 284 |
|
|
2014
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 534 |
|
|
2013
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 536 |
|
|
2013
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 499 |
|