Winch Advisory Services’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
Q3 | – | Sell |
-101
| Closed | -$3K | – | 309 |
|
|
2016
Q2 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 222 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 189 |
|
|
2015
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 209 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$8K | – | 278 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 178 |
|
|
2014
Q1 | $10K | Buy |
+200
| New | +$10K | 0.01% | 176 |
|