Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $47K | Hold |
909
| – | – | 0.01% | 521 |
|
|
2014
Q4 | $46K | Hold |
909
| – | – | 0.01% | 534 |
|
|
2014
Q3 | $37K | Buy |
909
+2
| +0.2% | +$81 | 0.01% | 529 |
|
|
2014
Q2 | $35K | Sell |
907
-593
| -40% | -$22.9K | 0.01% | 552 |
|
|
2014
Q1 | $76K | Sell |
1,500
-300
| -17% | -$15.2K | 0.03% | 334 |
|
|
2013
Q4 | $104K | Hold |
1,800
| – | – | 0.04% | 290 |
|
|
2013
Q3 | $105K | Buy |
+1,800
| New | +$105K | 0.04% | 274 |
|