BIA
WBA
BMT Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-13,528
| Closed | -$748K | – | 83 |
|
2019
Q3 | $748K | Hold |
13,528
| – | – | 0.38% | 81 |
|
2019
Q2 | $740K | Hold |
13,528
| – | – | 0.39% | 82 |
|
2019
Q1 | $856K | Hold |
13,528
| – | – | 0.47% | 80 |
|
2018
Q4 | $924K | Hold |
13,528
| – | – | 0.59% | 80 |
|
2018
Q3 | $986K | Hold |
13,528
| – | – | 0.57% | 79 |
|
2018
Q2 | $812K | Hold |
13,528
| – | – | 0.52% | 79 |
|
2018
Q1 | $886K | Hold |
13,528
| – | – | 0.6% | 79 |
|
2017
Q4 | $982K | Sell |
13,528
-9,250
| -41% | -$671K | 0.71% | 79 |
|
2017
Q3 | $1.76M | Buy |
+22,778
| New | +$1.76M | 1.62% | 7 |
|