MYCIO Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-1,720
| Closed | -$49K | – | 807 |
|
2016
Q3 | $49K | Sell |
1,720
-80
| -4% | -$2.28K | 0.01% | 345 |
|
2016
Q2 | $58K | Buy |
1,800
+80
| +5% | +$2.58K | 0.01% | 317 |
|
2016
Q1 | $54K | Buy |
1,720
+1,212
| +239% | +$38.1K | 0.01% | 313 |
|
2015
Q4 | $17K | Hold |
508
| – | – | ﹤0.01% | 464 |
|
2015
Q3 | $16K | Hold |
508
| – | – | ﹤0.01% | 492 |
|
2015
Q2 | $20K | Hold |
508
| – | – | ﹤0.01% | 433 |
|
2015
Q1 | $26K | Hold |
508
| – | – | 0.01% | 372 |
|
2014
Q4 | $26K | Hold |
508
| – | – | 0.01% | 360 |
|
2014
Q3 | $19K | Hold |
508
| – | – | ﹤0.01% | 381 |
|
2014
Q2 | $20K | Hold |
508
| – | – | ﹤0.01% | 394 |
|
2014
Q1 | $26K | Hold |
508
| – | – | 0.01% | 348 |
|
2013
Q4 | $29K | Buy |
508
+8
| +2% | +$457 | 0.01% | 319 |
|
2013
Q3 | $29K | Hold |
500
| – | – | 0.01% | 291 |
|
2013
Q2 | $26K | Buy |
+500
| New | +$26K | 0.01% | 310 |
|