CFA
WBA
Camarda Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,551
| Closed | -$873K | – | 114 |
|
|
2021
Q3 | $873K | Sell |
18,551
-237
| -1% | -$11.2K | 0.59% | 23 |
|
|
2021
Q2 | $988K | Buy |
18,788
+250
| +1% | +$13.1K | 0.61% | 39 |
|
|
2021
Q1 | $1.02M | Sell |
18,538
-752
| -4% | -$41.3K | 0.73% | 31 |
|
|
2020
Q4 | $769K | Sell |
19,290
-264
| -1% | -$10.5K | 0.65% | 43 |
|
|
2020
Q3 | $702K | Sell |
19,554
-116
| -0.6% | -$4.16K | 0.85% | 30 |
|
|
2020
Q2 | $834K | Buy |
19,670
+4,900
| +33% | +$208K | 1.17% | 24 |
|
|
2020
Q1 | $676K | Buy |
14,770
+1,244
| +9% | +$56.9K | 3.42% | 14 |
|
|
2019
Q4 | $797K | Buy |
+13,526
| New | +$797K | 1.69% | 30 |
|
|
2019
Q3 | – | Sell |
-2,279
| Closed | -$125K | – | 457 |
|
|
2019
Q2 | $125K | Hold |
2,279
| – | – | 0.25% | 45 |
|
|
2019
Q1 | $144K | Hold |
2,279
| – | – | 0.28% | 47 |
|
|
2018
Q4 | $156K | Hold |
2,279
| – | – | 0.19% | 48 |
|
|
2018
Q3 | $166K | Hold |
2,279
| – | – | 0.19% | 63 |
|
|
2018
Q2 | $137K | Buy |
+2,279
| New | +$137K | 0.14% | 81 |
|
|
2017
Q1 | – | Sell |
-230
| Closed | -$19K | – | 255 |
|
|
2016
Q4 | $19K | Buy |
+230
| New | +$19K | 0.01% | 170 |
|