HWP
WBA

Hefty Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Hefty Wealth Partners’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$12K Sell
185
-5,093
-96% -$364K 0.01% 180
2017
Q4 		$383K Sell
5,278
-4,338
-45% -$306K 0.24% 75
2017
Q3 		$743K Buy
9,616
+9,431
+5,098% +$756K 0.49% 58
2017
Q2 		$14K Sell
185
-19,926
-99% -$1.64M 0.01% 158
2017
Q1 		$1.67M Buy
20,111
+19,926
+10,771% +$1.67M 1.22% 31
2016
Q4 		$15K Hold
185
– – 0.01% 150
2016
Q3 		$14K Hold
185
– – 0.01% 163
2016
Q2 		$15K Hold
185
– – 0.01% 134
2016
Q1 		$15K Sell
185
-67
-27% -$5.35K 0.01% 139
2015
Q4 		$21K Buy
+252
New +$21.4K 0.02% 124

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Franklin Resources
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Capital World Investors
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Nordea Investment Management
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Northern Trust
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