GPWA
WBA
Great Point Wealth 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 |
-3,760
| Closed | -$221K | – | 50 |
|
|
2019
Q4 | $221K | Hold |
3,760
| – | – | 0.14% | 41 |
|
|
2019
Q3 | $207K | Sell |
3,760
-540
| -13% | -$29.7K | 0.14% | 39 |
|
|
2019
Q2 | $235K | Buy |
4,300
+300
| +8% | +$16.4K | 0.19% | 40 |
|
|
2019
Q1 | $253K | Hold |
4,000
| – | – | 0.21% | 38 |
|
|
2018
Q4 | $273K | Buy |
+4,000
| New | +$273K | 0.26% | 34 |
|