Fortis Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,200
| Closed | -$240K | – | 175 |
|
|
2023
Q4 | $240K | Hold |
9,200
| – | – | 0.13% | 100 |
|
|
2023
Q3 | $205K | Hold |
9,200
| – | – | 0.13% | 95 |
|
|
2023
Q2 | $262K | Sell |
9,200
-34
| -0.4% | -$969 | 0.15% | 89 |
|
|
2023
Q1 | $319K | Buy |
9,234
+1,834
| +25% | +$63.4K | 0.17% | 78 |
|
|
2022
Q4 | $276K | Buy |
+7,400
| New | +$276K | 0.16% | 85 |
|