AWM
WBA
Act Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,500
| Closed | -$225K | – | 48 |
|
2023
Q1 | $225K | Hold |
6,500
| – | – | 0.13% | 36 |
|
2022
Q4 | $243K | Hold |
6,500
| – | – | 0.15% | 30 |
|
2022
Q3 | $204K | Sell |
6,500
-1,600
| -20% | -$50.2K | 0.15% | 35 |
|
2022
Q2 | $246K | Buy |
8,100
+1,600
| +25% | +$48.6K | 0.16% | 29 |
|
2022
Q1 | $291K | Hold |
6,500
| – | – | 0.17% | 28 |
|
2021
Q4 | $339K | Hold |
6,500
| – | – | 0.2% | 23 |
|
2021
Q3 | $342K | Hold |
6,500
| – | – | 0.21% | 21 |
|
2021
Q2 | $342K | Hold |
6,500
| – | – | 0.21% | 22 |
|
2021
Q1 | $357K | Hold |
6,500
| – | – | 0.23% | 20 |
|
2020
Q4 | $259K | Buy |
+6,500
| New | +$259K | 0.17% | 23 |
|