JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-28
| Closed | -$1K | – | 519 |
|
|
2016
Q4 | $1K | Sell |
28
-220
| -89% | -$7.86K | ﹤0.01% | 470 |
|
|
2016
Q3 | $7K | Buy |
248
+120
| +94% | +$3.39K | ﹤0.01% | 1157 |
|
|
2016
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 436 |
|
|
2016
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 450 |
|
|
2015
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 440 |
|
|
2015
Q3 | $4K | Buy |
128
+28
| +28% | +$875 | ﹤0.01% | 439 |
|
|
2015
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 440 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2014
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2014
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 473 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2014
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 387 |
|
|
2013
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 346 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 304 |
|