Shikiar Asset Management’s Whole Foods Market Inc WFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-5,500
| Closed | -$217K | – | 95 |
|
2015
Q2 | $217K | Buy |
5,500
+300
| +6% | +$11.8K | 0.1% | 88 |
|
2015
Q1 | $271K | Buy |
+5,200
| New | +$271K | 0.12% | 89 |
|
2014
Q3 | – | Sell |
-11,000
| Closed | -$425K | – | 117 |
|
2014
Q2 | $425K | Buy |
+11,000
| New | +$425K | 0.18% | 84 |
|