CWM
WBA
Compass Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$22.2K | – | 413 |
|
|
2023
Q3 | $22.2K | Sell |
1,000
-250
| -20% | -$5.56K | 0.01% | 304 |
|
|
2023
Q2 | $35.6K | Hold |
1,250
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $43.2K | Hold |
1,250
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $46.7K | Buy |
+1,250
| New | +$46.7K | 0.02% | 238 |
|