BWM
WBA
Braver Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $723K | Buy |
8,736
+251
| +3% | +$20.8K | 0.12% | 103 |
|
|
2016
Q3 | $684K | Buy |
8,485
+15
| +0.2% | +$1.21K | 0.11% | 96 |
|
|
2016
Q2 | $705K | Sell |
8,470
-487
| -5% | -$40.5K | 0.12% | 86 |
|
|
2016
Q1 | $755K | Buy |
+8,957
| New | +$755K | 0.12% | 90 |
|
|
2014
Q1 | – | Sell |
-22,273
| Closed | -$1.28M | – | 85 |
|
|
2013
Q4 | $1.28M | Sell |
22,273
-6,597
| -23% | -$379K | 0.44% | 46 |
|
|
2013
Q3 | $1.55M | Sell |
28,870
-3,280
| -10% | -$176K | 0.54% | 34 |
|
|
2013
Q2 | $1.42M | Buy |
+32,150
| New | +$1.42M | 0.65% | 31 |
|