IWP
WBA
Icon Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-608
| Closed | -$38K | – | 773 |
|
2019
Q1 | $38K | Sell |
608
-2,646
| -81% | -$165K | 0.01% | 415 |
|
2018
Q4 | $222K | Buy |
3,254
+1,587
| +95% | +$108K | 0.11% | 130 |
|
2018
Q3 | $122K | Buy |
1,667
+855
| +105% | +$62.6K | 0.05% | 242 |
|
2018
Q2 | $49K | Buy |
+812
| New | +$49K | 0.02% | 392 |
|
2018
Q1 | – | Sell |
-900
| Closed | -$65K | – | 732 |
|
2017
Q4 | $65K | Buy |
+900
| New | +$65K | 0.03% | 350 |
|