IberiaBank’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
Q3 | – | Sell |
-12,225
| Closed | -$391K | – | 148 |
|
2016
Q2 | $391K | Buy |
12,225
+928
| +8% | +$29.7K | 0.17% | 103 |
|
2016
Q1 | $351K | Buy |
11,297
+2,544
| +29% | +$79K | 0.17% | 105 |
|
2015
Q4 | $293K | Buy |
8,753
+1,694
| +24% | +$56.7K | 0.13% | 125 |
|
2015
Q3 | $223K | Buy |
7,059
+1,584
| +29% | +$50K | 0.11% | 142 |
|
2015
Q2 | $216K | Buy |
5,475
+62
| +1% | +$2.45K | 0.1% | 169 |
|
2015
Q1 | $282K | Buy |
5,413
+1,151
| +27% | +$60K | 0.13% | 145 |
|
2014
Q4 | $215K | Buy |
+4,262
| New | +$215K | 0.12% | 158 |
|