CFA
WBA
Cahill Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,750
| Closed | -$364K | – | 161 |
|
|
2019
Q1 | $364K | Buy |
5,750
+2
| +0% | +$127 | 0.15% | 114 |
|
|
2018
Q4 | $393K | Sell |
5,748
-2
| -0% | -$137 | 0.2% | 104 |
|
|
2018
Q3 | $420K | Buy |
5,750
+229
| +4% | +$16.7K | 0.19% | 110 |
|
|
2018
Q2 | $332K | Buy |
+5,521
| New | +$332K | 0.15% | 126 |
|