Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,147
| Closed | -$261K | – | 435 |
|
|
2017
Q1 | $261K | Buy |
+3,147
| New | +$261K | 0.06% | 385 |
|
|
2016
Q4 | – | Sell |
-3,650
| Closed | -$296K | – | 924 |
|
|
2016
Q3 | $296K | Sell |
3,650
-270
| -7% | -$21.9K | 0.04% | 501 |
|
|
2016
Q2 | $325K | Buy |
3,920
+300
| +8% | +$24.9K | 0.04% | 434 |
|
|
2016
Q1 | $304K | Buy |
3,620
+346
| +11% | +$29.1K | 0.04% | 451 |
|
|
2015
Q4 | $282K | Sell |
3,274
-2,143
| -40% | -$185K | 0.04% | 487 |
|
|
2015
Q3 | $453K | Buy |
5,417
+1,870
| +53% | +$156K | 0.06% | 382 |
|
|
2015
Q2 | $296K | Sell |
3,547
-900
| -20% | -$75.1K | 0.04% | 499 |
|
|
2015
Q1 | $270K | Sell |
4,447
-15
| -0.3% | -$911 | 0.08% | 322 |
|
|
2014
Q4 | $340K | Buy |
+4,462
| New | +$340K | 0.05% | 414 |
|