Wealthcare Capital Management’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 |
-200
| Closed | -$8K | – | 201 |
|
|
2017
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 130 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 144 |
|
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 142 |
|
|
2016
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 144 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 143 |
|
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 153 |
|
|
2015
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 161 |
|
|
2015
Q3 | $6K | Sell |
200
-200
| -50% | -$6K | ﹤0.01% | 183 |
|
|
2015
Q2 | $16K | Sell |
400
-38
| -9% | -$1.52K | ﹤0.01% | 170 |
|
|
2015
Q1 | $23K | Buy |
438
+238
| +119% | +$12.5K | ﹤0.01% | 379 |
|
|
2014
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 130 |
|
|
2014
Q3 | $8K | Sell |
200
-150
| -43% | -$6K | ﹤0.01% | 181 |
|
|
2014
Q2 | $14K | Sell |
350
-150
| -30% | -$6K | ﹤0.01% | 117 |
|
|
2014
Q1 | $25K | Buy |
500
+200
| +67% | +$10K | ﹤0.01% | 102 |
|
|
2013
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 70 |
|
|
2013
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 67 |
|
|
2013
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 72 |
|