Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-29,849
| Closed | -$1.26M | – | 240 |
|
|
2017
Q2 | $1.26M | Sell |
29,849
-133,986
| -82% | -$5.64M | 0.03% | 162 |
|
|
2017
Q1 | $4.77M | Buy |
163,835
+23,194
| +16% | +$676K | 0.12% | 118 |
|
|
2016
Q4 | $4.33M | Buy |
140,641
+21,485
| +18% | +$661K | 0.13% | 118 |
|
|
2016
Q3 | $3.34M | Buy |
119,156
+25,546
| +27% | +$716K | 0.11% | 124 |
|
|
2016
Q2 | $3M | Buy |
+93,610
| New | +$3M | 0.12% | 117 |
|