AIA
WBA
Affinity Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,477
| Closed | -$175K | – | 139 |
|
|
2024
Q2 | $175K | Buy |
14,477
+90
| +0.6% | +$1.09K | 0.13% | 120 |
|
|
2024
Q1 | $312K | Hold |
14,387
| – | – | 0.23% | 106 |
|
|
2023
Q4 | $376K | Sell |
14,387
-15,373
| -52% | -$401K | 0.26% | 128 |
|
|
2023
Q3 | $662K | Sell |
29,760
-552
| -2% | -$12.3K | 0.43% | 84 |
|
|
2023
Q2 | $864K | Sell |
30,312
-296
| -1% | -$8.43K | 0.5% | 69 |
|
|
2023
Q1 | $1.06M | Buy |
+30,608
| New | +$1.06M | 0.57% | 57 |
|