Dakota 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-4,120
| Closed | -$243K | – | 322 |
|
2019
Q4 | $243K | Sell |
4,120
-120
| -3% | -$7.08K | 0.04% | 264 |
|
2019
Q3 | $235K | Buy |
4,240
+20
| +0.5% | +$1.11K | 0.04% | 263 |
|
2019
Q2 | $230K | Buy |
4,220
+160
| +4% | +$8.72K | 0.04% | 251 |
|
2019
Q1 | $258K | Sell |
4,060
-660
| -14% | -$41.9K | 0.05% | 249 |
|
2018
Q4 | $324K | Buy |
4,720
+10
| +0.2% | +$686 | 0.07% | 209 |
|
2018
Q3 | $343K | Sell |
4,710
-639
| -12% | -$46.5K | 0.08% | 200 |
|
2018
Q2 | $321K | Buy |
+5,349
| New | +$321K | 0.09% | 162 |
|