PAS
WFM
Partnervest Advisory Services’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,140
| Closed | -$209K | – | 186 |
|
|
2014
Q4 | $209K | Buy |
+4,140
| New | +$209K | 0.1% | 142 |
|
|
2014
Q3 | – | Sell |
-4,282
| Closed | -$165K | – | 932 |
|
|
2014
Q2 | $165K | Buy |
4,282
+1,439
| +51% | +$55.5K | 0.07% | 172 |
|
|
2014
Q1 | $144K | Buy |
2,843
+629
| +28% | +$31.9K | 0.06% | 183 |
|
|
2013
Q4 | $128K | Sell |
2,214
-1,197
| -35% | -$69.2K | 0.06% | 194 |
|
|
2013
Q3 | $200K | Sell |
3,411
-254
| -7% | -$14.9K | 0.1% | 120 |
|
|
2013
Q2 | $189K | Buy |
+3,665
| New | +$189K | 0.09% | 99 |
|