Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-675
| Closed | -$21K | – | 1016 |
|
|
2015
Q3 | $21K | Hold |
675
| – | – | 0.01% | 553 |
|
|
2015
Q2 | $26K | Sell |
675
-182
| -21% | -$7.01K | 0.01% | 525 |
|
|
2015
Q1 | $45K | Sell |
857
-57,556
| -99% | -$3.02M | 0.01% | 441 |
|
|
2014
Q4 | $2.95M | Buy |
58,413
+58,013
| +14,503% | +$2.92M | 0.79% | 30 |
|
|
2014
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 617 |
|
|
2014
Q2 | $15K | Hold |
400
| – | – | 0.01% | 603 |
|
|
2014
Q1 | $20K | Hold |
400
| – | – | 0.01% | 513 |
|
|
2013
Q4 | $23K | Sell |
400
-50
| -11% | -$2.88K | 0.01% | 428 |
|
|
2013
Q3 | $26K | Hold |
450
| – | – | 0.02% | 423 |
|
|
2013
Q2 | $23K | Buy |
+450
| New | +$23K | 0.01% | 436 |
|