Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,989
| Closed | -$327K | – | 507 |
|
|
2018
Q1 | $327K | Buy |
+4,989
| New | +$327K | 0.2% | 206 |
|
|
2017
Q4 | – | Sell |
-8,445
| Closed | -$652K | – | 413 |
|
|
2017
Q3 | $652K | Buy |
+8,445
| New | +$652K | 0.64% | 18 |
|
|
2015
Q4 | – | Sell |
-6,017
| Closed | -$500K | – | 284 |
|
|
2015
Q3 | $500K | Buy |
+6,017
| New | +$500K | 0.29% | 116 |
|
|
2014
Q1 | – | Sell |
-27,329
| Closed | -$1.57M | – | 292 |
|
|
2013
Q4 | $1.57M | Buy |
+27,329
| New | +$1.57M | 0.93% | 22 |
|