DIA
WBA
Davidson Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-450
| Closed | -$35K | – | 189 |
|
2017
Q2 | $35K | Hold |
450
| – | – | ﹤0.01% | 140 |
|
2017
Q1 | $37K | Hold |
450
| – | – | ﹤0.01% | 144 |
|
2016
Q4 | $37K | Hold |
450
| – | – | 0.01% | 146 |
|
2016
Q3 | $36K | Hold |
450
| – | – | 0.01% | 137 |
|
2016
Q2 | $37K | Hold |
450
| – | – | 0.01% | 133 |
|
2016
Q1 | $37K | Buy |
450
+100
| +29% | +$8.22K | 0.01% | 167 |
|
2015
Q4 | $29K | Hold |
350
| – | – | ﹤0.01% | 174 |
|
2015
Q3 | $29K | Buy |
350
+150
| +75% | +$12.4K | 0.01% | 163 |
|
2015
Q2 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 188 |
|