LMCG Investments’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,526
| Closed | -$230K | – | 492 |
|
|
2014
Q1 | $230K | Sell |
4,526
-200
| -4% | -$10.2K | 0.01% | 454 |
|
|
2013
Q4 | $273K | Hold |
4,726
| – | – | 0.01% | 448 |
|
|
2013
Q3 | $276K | Hold |
4,726
| – | – | 0.01% | 427 |
|
|
2013
Q2 | $243K | Buy |
+4,726
| New | +$243K | 0.01% | 439 |
|