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