IWA
WBA
Intercontinental Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,144
| Closed | -$227K | – | 295 |
|
2021
Q1 | $227K | Sell |
4,144
-1,513
| -27% | -$82.9K | 0.05% | 249 |
|
2020
Q4 | $226K | Sell |
5,657
-376
| -6% | -$15K | 0.05% | 230 |
|
2020
Q3 | $217K | Buy |
+6,033
| New | +$217K | 0.06% | 184 |
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$69K | – | 308 |
|
2019
Q4 | $69K | Sell |
1,300
-1,141
| -47% | -$60.6K | 0.06% | 168 |
|
2019
Q3 | $135K | Buy |
2,441
+503
| +26% | +$27.8K | 0.08% | 148 |
|
2019
Q2 | $106K | Buy |
1,938
+502
| +35% | +$27.5K | 0.05% | 167 |
|
2019
Q1 | $91K | Sell |
1,436
-2,423
| -63% | -$154K | 0.05% | 181 |
|
2018
Q4 | $264K | Sell |
3,859
-162
| -4% | -$11.1K | 0.15% | 102 |
|
2018
Q3 | $293K | Buy |
4,021
+1
| +0% | +$73 | 0.15% | 104 |
|
2018
Q2 | $241K | Buy |
+4,020
| New | +$241K | 0.13% | 111 |
|