RWA
WFM

Ropes Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

Ropes Wealth Advisors’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,750
Closed -$116K – 733
2017
Q2 		$116K Buy
2,750
+1,400
+104% +$51K 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% +$28.3K 0.02% 267
2015
Q2 		$22K Hold
550
– – 0.01% 224
2015
Q1 		$29K Buy
+550
New +$29.5K 0.02% 214

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