Truvvo Partners’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 |
-5,434
| Closed | -$229K | – | 133 |
|
|
2017
Q2 | $229K | Sell |
5,434
-19,152
| -78% | -$807K | 0.08% | 121 |
|
|
2017
Q1 | $731K | Buy |
24,586
+2,349
| +11% | +$69.8K | 0.33% | 65 |
|
|
2016
Q4 | $684 | Buy |
22,237
+3,155
| +17% | +$97 | 0.24% | 74 |
|
|
2016
Q3 | $541K | Buy |
19,082
+3,670
| +24% | +$104K | 0.24% | 87 |
|
|
2016
Q2 | $493K | Buy |
15,412
+5,430
| +54% | +$174K | 0.25% | 81 |
|
|
2016
Q1 | $311K | Buy |
+9,982
| New | +$311K | 0.14% | 113 |
|