FA
WBA
Fortis Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-300
| Closed | -$18K | – | 392 |
|
2019
Q4 | $18K | Hold |
300
| – | – | 0.01% | 247 |
|
2019
Q3 | $17K | Sell |
300
-505
| -63% | -$28.6K | 0.01% | 254 |
|
2019
Q2 | $44K | Hold |
805
| – | – | 0.02% | 243 |
|
2019
Q1 | $51K | Sell |
805
-75
| -9% | -$4.75K | 0.03% | 218 |
|
2018
Q4 | $60K | Hold |
880
| – | – | 0.04% | 199 |
|
2018
Q3 | $64K | Sell |
880
-100
| -10% | -$7.27K | 0.04% | 188 |
|
2018
Q2 | $54K | Buy |
980
+505
| +106% | +$27.8K | 0.03% | 199 |
|
2018
Q1 | $28K | Hold |
475
| – | – | 0.02% | 196 |
|
2017
Q4 | $34K | Hold |
475
| – | – | 0.02% | 195 |
|
2017
Q3 | $37K | Buy |
+475
| New | +$37K | 0.03% | 181 |
|