Kavar Capital Partners Group’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
Q1 | – | Sell |
-993
| Closed | -$33K | – | 483 |
|
|
2015
Q4 | $33K | Hold |
993
| – | – | 0.02% | 195 |
|
|
2015
Q3 | $31K | Buy |
993
+200
| +25% | +$6.24K | 0.02% | 198 |
|
|
2015
Q2 | $31K | Buy |
+793
| New | +$31K | 0.02% | 210 |
|
|
2014
Q2 | – | Sell |
-400
| Closed | -$20K | – | 513 |
|
|
2014
Q1 | $20K | Sell |
400
-150
| -27% | -$7.5K | 0.02% | 259 |
|
|
2013
Q4 | $31K | Buy |
+550
| New | +$31K | 0.03% | 219 |
|