Coe Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-16,265
Closed -$1.21M 227
2014
Q2
$1.21M Sell
16,265
-2,360
-13% -$175K 0.43% 82
2014
Q1
$1.23M Sell
18,625
-6,837
-27% -$452K 0.36% 102
2013
Q4
$1.46M Sell
25,462
-1,963
-7% -$113K 0.51% 56
2013
Q3
$1.48M Sell
27,425
-345
-1% -$18.6K 0.99% 32
2013
Q2
$1.23M Buy
+27,770
New +$1.23M 0.47% 68