CWS
WBA
Confluence Wealth Services’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,154
| Closed | -$552K | – | 350 |
|
|
2023
Q4 | $552K | Buy |
+21,154
| New | +$552K | 0.06% | 176 |
|
|
2022
Q3 | – | Sell |
-6,574
| Closed | -$263K | – | 274 |
|
|
2022
Q2 | $263K | Buy |
6,574
+1,590
| +32% | +$63.6K | 0.12% | 216 |
|
|
2022
Q1 | $223K | Buy |
4,984
+376
| +8% | +$16.8K | 0.08% | 225 |
|
|
2021
Q4 | $240K | Buy |
+4,608
| New | +$240K | 0.08% | 206 |
|