HWP
WBA
Hefty Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $12K | Sell |
185
-5,093
| -96% | -$330K | 0.01% | 180 |
|
|
2017
Q4 | $383K | Sell |
5,278
-4,338
| -45% | -$315K | 0.24% | 75 |
|
|
2017
Q3 | $743K | Buy |
9,616
+9,431
| +5,098% | +$729K | 0.49% | 58 |
|
|
2017
Q2 | $14K | Sell |
185
-19,926
| -99% | -$1.51M | 0.01% | 158 |
|
|
2017
Q1 | $1.67M | Buy |
20,111
+19,926
| +10,771% | +$1.65M | 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% | -$5.43K | 0.01% | 139 |
|
|
2015
Q4 | $21K | Buy |
+252
| New | +$21K | 0.02% | 124 |
|