Kiwi Wealth Investments Limited Partnership’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
Q3 | – | Sell |
-59,176
| Closed | -$2.49M | – | 165 |
|
|
2017
Q2 | $2.49M | Sell |
59,176
-32,655
| -36% | -$1.38M | 0.23% | 75 |
|
|
2017
Q1 | $2.73M | Buy |
+91,831
| New | +$2.73M | 0.22% | 91 |
|
|
2015
Q1 | – | Sell |
-69,604
| Closed | -$3.51M | – | 83 |
|
|
2014
Q4 | $3.51M | Sell |
69,604
-164,941
| -70% | -$8.32M | 0.35% | 59 |
|
|
2014
Q3 | $8.94M | Sell |
234,545
-163,624
| -41% | -$6.24M | 0.84% | 44 |
|
|
2014
Q2 | $15.4M | Buy |
+398,169
| New | +$15.4M | 1.58% | 30 |
|