AP
WBA
Appleton Partners’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,800
| Closed | -$232K | – | 237 |
|
|
2016
Q4 | $232K | Sell |
2,800
-375
| -12% | -$31.1K | 0.05% | 192 |
|
|
2016
Q3 | $256K | Sell |
3,175
-65
| -2% | -$5.24K | 0.05% | 189 |
|
|
2016
Q2 | $270K | Sell |
3,240
-375
| -10% | -$31.3K | 0.06% | 182 |
|
|
2016
Q1 | $305K | Sell |
3,615
-890
| -20% | -$75.1K | 0.06% | 175 |
|
|
2015
Q4 | $384K | Buy |
4,505
+875
| +24% | +$74.6K | 0.08% | 164 |
|
|
2015
Q3 | $302K | Buy |
3,630
+850
| +31% | +$70.7K | 0.07% | 168 |
|
|
2015
Q2 | $235K | Buy |
2,780
+310
| +13% | +$26.2K | 0.05% | 168 |
|
|
2015
Q1 | $209K | Sell |
2,470
-580
| -19% | -$49.1K | 0.05% | 173 |
|
|
2014
Q4 | $232K | Buy |
+3,050
| New | +$232K | 0.05% | 165 |
|