Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,554
| Closed | -$212K | – | 773 |
|
|
2023
Q3 | $212K | Sell |
9,554
-537
| -5% | -$11.9K | 0.02% | 636 |
|
|
2023
Q2 | $287K | Buy |
10,091
+3,510
| +53% | +$100K | 0.02% | 534 |
|
|
2023
Q1 | $228K | Sell |
6,581
-1,974
| -23% | -$68.3K | 0.02% | 636 |
|
|
2022
Q4 | $320K | Buy |
+8,555
| New | +$320K | 0.02% | 544 |
|
|
2022
Q3 | – | Sell |
-5,822
| Closed | -$221K | – | 836 |
|
|
2022
Q2 | $221K | Buy |
+5,822
| New | +$221K | 0.02% | 600 |
|
|
2021
Q2 | – | Sell |
-3,656
| Closed | -$201K | – | 824 |
|
|
2021
Q1 | $201K | Buy |
+3,656
| New | +$201K | 0.01% | 699 |
|
|
2018
Q1 | – | Sell |
-1,823
| Closed | -$125K | – | 543 |
|
|
2017
Q4 | $125K | Buy |
+1,823
| New | +$125K | 0.02% | 468 |
|