LWA
WFM
Lowe Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-130
| Closed | -$5K | – | 262 |
|
|
2017
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 160 |
|
|
2017
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 170 |
|
|
2016
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 175 |
|
|
2016
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 176 |
|
|
2016
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 169 |
|
|
2016
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 163 |
|
|
2015
Q4 | $4K | Sell |
130
-16
| -11% | -$492 | ﹤0.01% | 175 |
|
|
2015
Q3 | $5K | Buy |
146
+80
| +121% | +$2.74K | ﹤0.01% | 161 |
|
|
2015
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 190 |
|
|
2015
Q1 | $3K | Buy |
66
+16
| +32% | +$727 | ﹤0.01% | 189 |
|
|
2014
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 173 |
|