KFP
WBA
Keystone Financial Planning’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-9,554
| Closed | -$796K | – | 46 |
|
2016
Q2 | $796K | Hold |
9,554
| – | – | 0.54% | 35 |
|
2016
Q1 | $805K | Sell |
9,554
-328
| -3% | -$27.6K | 0.58% | 36 |
|
2015
Q4 | $842K | Sell |
9,882
-101
| -1% | -$8.61K | 0.64% | 33 |
|
2015
Q3 | $830K | Hold |
9,983
| – | – | 0.67% | 33 |
|
2015
Q2 | $843K | Hold |
9,983
| – | – | 0.65% | 33 |
|
2015
Q1 | $845K | Hold |
9,983
| – | – | 0.64% | 33 |
|
2014
Q4 | $761K | Hold |
9,983
| – | – | 0.56% | 34 |
|
2014
Q3 | $592K | Hold |
9,983
| – | – | 0.45% | 36 |
|
2014
Q2 | $740K | Hold |
9,983
| – | – | 0.56% | 34 |
|
2014
Q1 | $659K | Hold |
9,983
| – | – | 0.51% | 37 |
|
2013
Q4 | $573K | Buy |
+9,983
| New | +$573K | 0.46% | 41 |
|