Pinnacle Summer Investments’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
Q4 | $13K | Sell |
392
-248
| -39% | -$8.22K | ﹤0.01% | 530 |
|
|
2015
Q3 | $20K | Buy |
+640
| New | +$20K | ﹤0.01% | 622 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$21K | – | 1017 |
|
|
2015
Q1 | $21K | Hold |
400
| – | – | ﹤0.01% | 651 |
|
|
2014
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 667 |
|
|
2014
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 758 |
|
|
2014
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 709 |
|
|
2014
Q1 | $20K | Hold |
400
| – | – | ﹤0.01% | 601 |
|
|
2013
Q4 | $23K | Sell |
400
-200
| -33% | -$11.5K | ﹤0.01% | 576 |
|
|
2013
Q3 | $35K | Hold |
600
| – | – | 0.01% | 478 |
|
|
2013
Q2 | $31K | Buy |
+600
| New | +$31K | 0.01% | 443 |
|