Raymond James Trust’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
Q2 | – | Sell |
-7,414
| Closed | -$220K | – | 747 |
|
|
2017
Q1 | $220K | Buy |
7,414
+831
| +13% | +$24.7K | 0.02% | 615 |
|
|
2016
Q4 | $203K | Buy |
+6,583
| New | +$203K | 0.02% | 641 |
|
|
2016
Q3 | – | Sell |
-6,383
| Closed | -$204K | – | 706 |
|
|
2016
Q2 | $204K | Buy |
+6,383
| New | +$204K | 0.02% | 596 |
|
|
2016
Q1 | – | Sell |
-8,715
| Closed | -$292K | – | 726 |
|
|
2015
Q4 | $292K | Buy |
+8,715
| New | +$292K | 0.03% | 461 |
|