Ropes Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,750
| Closed | -$116K | – | 733 |
|
|
2017
Q2 | $116K | Buy |
2,750
+1,400
| +104% | +$59.1K | 0.03% | 254 |
|
|
2017
Q1 | $40K | Hold |
1,350
| – | – | 0.01% | 351 |
|
|
2016
Q4 | $42K | Hold |
1,350
| – | – | 0.01% | 334 |
|
|
2016
Q3 | $38K | Hold |
1,350
| – | – | 0.01% | 303 |
|
|
2016
Q2 | $43K | Hold |
1,350
| – | – | 0.02% | 271 |
|
|
2016
Q1 | $42K | Hold |
1,350
| – | – | 0.02% | 230 |
|
|
2015
Q4 | $45K | Hold |
1,350
| – | – | 0.02% | 251 |
|
|
2015
Q3 | $43K | Buy |
1,350
+800
| +145% | +$25.5K | 0.02% | 267 |
|
|
2015
Q2 | $22K | Hold |
550
| – | – | 0.01% | 224 |
|
|
2015
Q1 | $29K | Buy |
+550
| New | +$29K | 0.02% | 214 |
|