Beaumont Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,166
| Closed | -$263K | – | 196 |
|
|
2017
Q1 | $263K | Buy |
+3,166
| New | +$263K | 0.04% | 158 |
|
|
2014
Q4 | – | Sell |
-3,495
| Closed | -$207K | – | 173 |
|
|
2014
Q3 | $207K | Sell |
3,495
-400
| -10% | -$23.7K | 0.01% | 153 |
|
|
2014
Q2 | $289K | Sell |
3,895
-500
| -11% | -$37.1K | 0.02% | 147 |
|
|
2014
Q1 | $290K | Buy |
4,395
+800
| +22% | +$52.8K | 0.02% | 118 |
|
|
2013
Q4 | $206K | Buy |
+3,595
| New | +$206K | 0.02% | 140 |
|