AFM
WBA
Andesa Financial Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,942
| Closed | -$502K | – | 145 |
|
|
2019
Q1 | $502K | Buy |
7,942
+3,689
| +87% | +$233K | 0.25% | 83 |
|
|
2018
Q4 | $291K | Buy |
4,253
+232
| +6% | +$15.9K | 0.35% | 74 |
|
|
2018
Q3 | $292K | Sell |
4,021
-1,279
| -24% | -$92.9K | 0.45% | 53 |
|
|
2018
Q2 | $318K | Sell |
5,300
-2,100
| -28% | -$126K | 0.51% | 53 |
|
|
2018
Q1 | $485K | Sell |
7,400
-1,900
| -20% | -$125K | 0.8% | 46 |
|
|
2017
Q4 | $675K | Buy |
+9,300
| New | +$675K | 1% | 40 |
|