AOWM
WBA
Alpha Omega Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-984
| Closed | -$54K | – | 549 |
|
|
2019
Q2 | $54K | Hold |
984
| – | – | 0.02% | 241 |
|
|
2019
Q1 | $62K | Buy |
984
+115
| +13% | +$7.25K | 0.03% | 221 |
|
|
2018
Q4 | $59K | Buy |
869
+269
| +45% | +$18.3K | 0.03% | 211 |
|
|
2018
Q3 | $44K | Hold |
600
| – | – | 0.02% | 236 |
|
|
2018
Q2 | $36K | Sell |
600
-1,000
| -63% | -$60K | 0.02% | 254 |
|
|
2018
Q1 | $105K | Buy |
1,600
+800
| +100% | +$52.5K | 0.05% | 168 |
|
|
2017
Q4 | $58K | Sell |
800
-100
| -11% | -$7.25K | 0.03% | 209 |
|
|
2017
Q3 | $69K | Hold |
900
| – | – | 0.03% | 204 |
|
|
2017
Q2 | $70K | Hold |
900
| – | – | 0.04% | 202 |
|
|
2017
Q1 | $75K | Hold |
900
| – | – | 0.04% | 197 |
|
|
2016
Q4 | $74K | Buy |
+900
| New | +$74K | 0.04% | 205 |
|