IWM
WFM
Integrated Wealth Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,411
| Closed | -$352K | – | 1219 |
|
|
2016
Q3 | $352K | Hold |
12,411
| – | – | 0.13% | 149 |
|
|
2016
Q2 | $397K | Sell |
12,411
-147
| -1% | -$4.7K | 0.15% | 136 |
|
|
2016
Q1 | $391K | Buy |
12,558
+250
| +2% | +$7.78K | 0.16% | 118 |
|
|
2015
Q4 | $412K | Hold |
12,308
| – | – | 0.18% | 110 |
|
|
2015
Q3 | $390K | Hold |
12,308
| – | – | 0.17% | 112 |
|
|
2015
Q2 | $485K | Buy |
12,308
+50
| +0.4% | +$1.97K | 0.19% | 105 |
|
|
2015
Q1 | $638K | Buy |
+12,258
| New | +$638K | 0.27% | 87 |
|