BIAS
WBA
Beacon Investment Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,585
| Closed | -$252K | – | 309 |
|
|
2021
Q1 | $252K | Buy |
+4,585
| New | +$252K | 0.01% | 269 |
|
|
2020
Q4 | – | Sell |
-5,555
| Closed | -$200K | – | 283 |
|
|
2020
Q3 | $200K | Hold |
5,555
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $235K | Sell |
5,555
-1,985
| -26% | -$84K | 0.01% | 222 |
|
|
2020
Q1 | $345K | Buy |
7,540
+40
| +0.5% | +$1.83K | 0.02% | 183 |
|
|
2019
Q4 | $442K | Buy |
7,500
+1,755
| +31% | +$103K | 0.02% | 187 |
|
|
2019
Q3 | $318K | Buy |
5,745
+865
| +18% | +$47.9K | 0.03% | 191 |
|
|
2019
Q2 | $267K | Sell |
4,880
-488
| -9% | -$26.7K | 0.03% | 198 |
|
|
2019
Q1 | $340K | Sell |
5,368
-300
| -5% | -$19K | 0.04% | 182 |
|
|
2018
Q4 | $387K | Buy |
5,668
+175
| +3% | +$11.9K | 0.04% | 179 |
|
|
2018
Q3 | $400K | Buy |
5,493
+820
| +18% | +$59.7K | 0.04% | 180 |
|
|
2018
Q2 | $280K | Buy |
+4,673
| New | +$280K | 0.03% | 217 |
|