TWA
WFM
TCI Wealth Advisors’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 |
-174
| Closed | -$7K | – | 1427 |
|
|
2017
Q2 | $7K | Buy |
174
+14
| +9% | +$563 | ﹤0.01% | 695 |
|
|
2017
Q1 | $5K | Sell |
160
-400
| -71% | -$12.5K | ﹤0.01% | 741 |
|
|
2016
Q4 | $17K | Buy |
560
+247
| +79% | +$7.5K | 0.01% | 529 |
|
|
2016
Q3 | $9K | Hold |
313
| – | – | ﹤0.01% | 617 |
|
|
2016
Q2 | $10K | Buy |
313
+153
| +96% | +$4.89K | 0.01% | 589 |
|
|
2016
Q1 | $5K | Sell |
160
-50
| -24% | -$1.56K | ﹤0.01% | 745 |
|
|
2015
Q4 | $7K | Sell |
210
-150
| -42% | -$5K | ﹤0.01% | 664 |
|
|
2015
Q3 | $11K | Hold |
360
| – | – | 0.01% | 502 |
|
|
2015
Q2 | $14K | Sell |
360
-24
| -6% | -$933 | 0.01% | 471 |
|
|
2015
Q1 | $20K | Buy |
384
+44
| +13% | +$2.29K | 0.01% | 356 |
|
|
2014
Q4 | $17K | Sell |
340
-56
| -14% | -$2.8K | 0.01% | 374 |
|
|
2014
Q3 | $15K | Hold |
396
| – | – | 0.01% | 382 |
|
|
2014
Q2 | $16K | Hold |
396
| – | – | 0.01% | 387 |
|
|
2014
Q1 | $20K | Buy |
396
+200
| +102% | +$10.1K | 0.01% | 331 |
|
|
2013
Q4 | $11K | Hold |
196
| – | – | 0.01% | 415 |
|
|
2013
Q3 | $11K | Hold |
196
| – | – | 0.01% | 367 |
|
|
2013
Q2 | $10K | Buy |
+196
| New | +$10K | 0.01% | 381 |
|