Wealthspire Advisors (Maryland)’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 |
-1,482
| Closed | -$62K | – | 2641 |
|
|
2017
Q2 | $62K | Sell |
1,482
-752
| -34% | -$31.5K | 0.01% | 873 |
|
|
2017
Q1 | $66K | Buy |
2,234
+522
| +30% | +$15.4K | 0.01% | 727 |
|
|
2016
Q4 | $53K | Sell |
1,712
-634
| -27% | -$19.6K | 0.01% | 755 |
|
|
2016
Q3 | $67K | Buy |
2,346
+196
| +9% | +$5.6K | 0.01% | 704 |
|
|
2016
Q2 | $69K | Buy |
2,150
+40
| +2% | +$1.28K | 0.01% | 643 |
|
|
2016
Q1 | $66K | Sell |
2,110
-25
| -1% | -$782 | 0.01% | 630 |
|
|
2015
Q4 | $72K | Buy |
+2,135
| New | +$72K | 0.01% | 618 |
|