FWM
WBA
Finer Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,488
| Closed | -$222K | – | 83 |
|
|
2023
Q4 | $222K | Sell |
8,488
-1,714
| -17% | -$44.8K | 0.17% | 76 |
|
|
2023
Q3 | $227K | Sell |
10,202
-1
| -0% | -$22 | 0.18% | 75 |
|
|
2023
Q2 | $291K | Hold |
10,203
| – | – | 0.23% | 70 |
|
|
2023
Q1 | $353K | Buy |
+10,203
| New | +$353K | 0.3% | 62 |
|