Abundance Wealth Counselors’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-14,739
| Closed | -$320K | – | 148 |
|
2024
Q1 | $320K | Buy |
14,739
+4,118
| +39% | +$89.4K | 0.07% | 116 |
|
2023
Q4 | $277K | Sell |
10,621
-961
| -8% | -$25.1K | 0.07% | 121 |
|
2023
Q3 | $258K | Buy |
+11,582
| New | +$258K | 0.07% | 115 |
|
2023
Q2 | – | Sell |
-11,117
| Closed | -$384K | – | 144 |
|
2023
Q1 | $384K | Buy |
11,117
+1,207
| +12% | +$41.7K | 0.1% | 109 |
|
2022
Q4 | $370K | Buy |
9,910
+518
| +6% | +$19.3K | 0.1% | 107 |
|
2022
Q3 | $295K | Buy |
9,392
+857
| +10% | +$26.9K | 0.08% | 109 |
|
2022
Q2 | $323K | Buy |
8,535
+901
| +12% | +$34.1K | 0.09% | 111 |
|
2022
Q1 | $342K | Buy |
7,634
+1,109
| +17% | +$49.7K | 0.09% | 108 |
|
2021
Q4 | $340K | Buy |
+6,525
| New | +$340K | 0.09% | 95 |
|
2021
Q2 | – | Sell |
-3,951
| Closed | -$217K | – | 335 |
|
2021
Q1 | $217K | Buy |
+3,951
| New | +$217K | 0.05% | 79 |
|