Gladstone Institutional Advisory’s Walgreens Boots Alliance WBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,453
Closed -$241K 676
2023
Q2
$241K Sell
8,453
-3,109
-27% -$88.6K 0.01% 564
2023
Q1
$400K Buy
+11,562
New +$400K 0.03% 460
2021
Q2
Sell
-12,329
Closed -$677K 549
2021
Q1
$677K Buy
+12,329
New +$677K 0.11% 194
2020
Q2
Sell
-6,460
Closed -$296K 305
2020
Q1
$296K Buy
+6,460
New +$296K 0.08% 194