RIA
WFM

Regal Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

Regal Investment Advisors’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$8.14K 0.01% 525
2015
Q1 		$45K Sell
857
-57,556
-99% -$3.08M 0.01% 441
2014
Q4 		$2.94M Buy
58,413
+58,013
+14,503% +$2.56M 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% -$2.96K 0.01% 428
2013
Q3 		$26K Hold
450
– – 0.02% 423
2013
Q2 		$23K Buy
+450
New +$21.7K 0.01% 436

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