Investors Capital Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,116
| Closed | -$221K | – | 747 |
|
|
2016
Q1 | $221K | Buy |
7,116
+247
| +4% | +$7.67K | 0.04% | 537 |
|
|
2015
Q4 | $230K | Buy |
6,869
+17
| +0.2% | +$569 | 0.04% | 529 |
|
|
2015
Q3 | $216K | Buy |
+6,852
| New | +$216K | 0.04% | 563 |
|
|
2015
Q2 | – | Sell |
-4,030
| Closed | -$209K | – | 777 |
|
|
2015
Q1 | $209K | Sell |
4,030
-49
| -1% | -$2.54K | 0.04% | 599 |
|
|
2014
Q4 | $205K | Buy |
+4,079
| New | +$205K | 0.04% | 580 |
|