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 |
|