NewSquare Capital’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 |
-1,000
| Closed | -$42K | – | 349 |
|
|
2017
Q2 | $42K | Hold |
1,000
| – | – | 0.01% | 135 |
|
|
2017
Q1 | $30K | Hold |
1,000
| – | – | 0.01% | 152 |
|
|
2016
Q4 | $31K | Hold |
1,000
| – | – | 0.01% | 163 |
|
|
2016
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 187 |
|
|
2016
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 183 |
|
|
2016
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 189 |
|
|
2015
Q4 | $34K | Hold |
1,000
| – | – | 0.01% | 171 |
|
|
2015
Q3 | $32K | Hold |
1,000
| – | – | 0.01% | 172 |
|
|
2015
Q2 | $39K | Hold |
1,000
| – | – | 0.01% | 173 |
|
|
2015
Q1 | $52K | Hold |
1,000
| – | – | 0.02% | 145 |
|
|
2014
Q4 | $50K | Hold |
1,000
| – | – | 0.02% | 152 |
|
|
2014
Q3 | $38K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2014
Q2 | $39K | Hold |
1,000
| – | – | 0.01% | 164 |
|
|
2014
Q1 | $51K | Hold |
1,000
| – | – | 0.02% | 141 |
|
|
2013
Q4 | $58K | Hold |
1,000
| – | – | 0.03% | 119 |
|
|
2013
Q3 | $59K | Hold |
1,000
| – | – | 0.03% | 112 |
|
|
2013
Q2 | $51K | Buy |
+1,000
| New | +$51K | 0.03% | 115 |
|