Investment Management of Virginia’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-17,558
| Closed | -$678K | – | 154 |
|
2014
Q2 | $678K | Buy |
17,558
+35
| +0.2% | +$1.35K | 0.11% | 128 |
|
2014
Q1 | $889K | Buy |
17,523
+1,310
| +8% | +$66.5K | 0.15% | 129 |
|
2013
Q4 | $938K | Buy |
16,213
+180
| +1% | +$10.4K | 0.15% | 125 |
|
2013
Q3 | $938K | Sell |
16,033
-475
| -3% | -$27.8K | 0.18% | 122 |
|
2013
Q2 | $850K | Buy |
+16,508
| New | +$850K | 0.19% | 122 |
|