Physicians Financial Services’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 |
-16,934
| Closed | -$713K | – | 113 |
|
|
2017
Q2 | $713K | Sell |
16,934
-178
| -1% | -$7.5K | 0.6% | 52 |
|
|
2017
Q1 | $509K | Sell |
17,112
-9,558
| -36% | -$284K | 0.44% | 72 |
|
|
2016
Q4 | $897K | Buy |
26,670
+1,500
| +6% | +$50.5K | 0.74% | 43 |
|
|
2016
Q3 | $713K | Sell |
25,170
-800
| -3% | -$22.7K | 0.59% | 51 |
|
|
2016
Q2 | $832K | Sell |
25,970
-400
| -2% | -$12.8K | 0.73% | 45 |
|
|
2016
Q1 | $820K | Sell |
26,370
-400
| -1% | -$12.4K | 0.74% | 42 |
|
|
2015
Q4 | $897K | Buy |
+26,770
| New | +$897K | 0.83% | 40 |
|