SSWM
WFM
Sheets Smith Wealth Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,580
| Closed | -$319K | – | 326 |
|
|
2017
Q2 | $319K | Buy |
7,580
+2
| +0% | +$84 | 0.08% | 220 |
|
|
2017
Q1 | $225K | Buy |
7,578
+172
| +2% | +$5.11K | 0.06% | 269 |
|
|
2016
Q4 | $228K | Buy |
7,406
+2
| +0% | +$62 | 0.06% | 256 |
|
|
2016
Q3 | $210K | Buy |
+7,404
| New | +$210K | 0.06% | 246 |
|
|
2014
Q2 | – | Sell |
-52,700
| Closed | -$2.67M | – | 288 |
|
|
2014
Q1 | $2.67M | Hold |
52,700
| – | – | 0.75% | 41 |
|
|
2013
Q4 | $3.05M | Hold |
52,700
| – | – | 0.84% | 33 |
|
|
2013
Q3 | $3.08M | Hold |
52,700
| – | – | 1% | 26 |
|
|
2013
Q2 | $2.71M | Buy |
+52,700
| New | +$2.71M | 0.92% | 29 |
|