US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,004
| Closed | -$34K | – | 645 |
|
|
2015
Q4 | $34K | Hold |
1,004
| – | – | 0.03% | 178 |
|
|
2015
Q3 | $32K | Buy |
1,004
+958
| +2,083% | +$30.5K | 0.05% | 159 |
|
|
2015
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 412 |
|
|
2015
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 354 |
|
|
2014
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 327 |
|