Sargent Bickham Lagudis’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
Q3 | – | Sell |
-1,111
| Closed | -$47K | – | 854 |
|
|
2017
Q2 | $47K | Hold |
1,111
| – | – | 0.01% | 367 |
|
|
2017
Q1 | $33K | Hold |
1,111
| – | – | ﹤0.01% | 420 |
|
|
2016
Q4 | $34K | Hold |
1,111
| – | – | 0.01% | 396 |
|
|
2016
Q3 | $31 | Buy |
1,111
+500
| +82% | +$14 | ﹤0.01% | 424 |
|
|
2016
Q2 | $20K | Buy |
611
+84
| +16% | +$2.75K | ﹤0.01% | 461 |
|
|
2016
Q1 | $16K | Buy |
+527
| New | +$16K | ﹤0.01% | 509 |
|