Rehmann Capital Advisory Group’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
Q3 | – | Sell |
-5,320
| Closed | -$210K | – | 367 |
|
|
2015
Q2 | $210K | Sell |
5,320
-248
| -4% | -$9.79K | 0.05% | 306 |
|
|
2015
Q1 | $290K | Buy |
5,568
+36
| +0.7% | +$1.88K | 0.07% | 243 |
|
|
2014
Q4 | $279K | Buy |
5,532
+164
| +3% | +$8.27K | 0.06% | 251 |
|
|
2014
Q3 | $205K | Buy |
+5,368
| New | +$205K | 0.05% | 311 |
|
|
2014
Q2 | – | Sell |
-4,232
| Closed | -$215K | – | 350 |
|
|
2014
Q1 | $215K | Buy |
4,232
+290
| +7% | +$14.7K | 0.06% | 286 |
|
|
2013
Q4 | $228K | Buy |
3,942
+98
| +3% | +$5.67K | 0.07% | 249 |
|
|
2013
Q3 | $225K | Sell |
3,844
-229
| -6% | -$13.4K | 0.07% | 238 |
|
|
2013
Q2 | $210K | Buy |
+4,073
| New | +$210K | 0.07% | 236 |
|