CWM
WBA
Catamount Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $32K | Hold |
500
| – | – | 0.02% | 101 |
|
|
2018
Q4 | $36K | Hold |
500
| – | – | 0.02% | 82 |
|
|
2018
Q3 | $36K | Hold |
500
| – | – | 0.02% | 96 |
|
|
2018
Q2 | $33K | Hold |
500
| – | – | 0.02% | 94 |
|
|
2018
Q1 | $33K | Hold |
500
| – | – | 0.02% | 95 |
|
|
2017
Q4 | $36K | Buy |
+500
| New | +$36K | 0.02% | 92 |
|
|
2015
Q3 | – | Sell |
-700
| Closed | -$59K | – | 216 |
|
|
2015
Q2 | $59K | Sell |
700
-150
| -18% | -$12.6K | 0.05% | 62 |
|
|
2015
Q1 | $72K | Buy |
+850
| New | +$72K | 0.06% | 49 |
|