Lee Financial’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-75
| Closed | -$1.67K | – | 935 |
|
|
2023
Q3 | $1.67K | Hold |
75
| – | – | ﹤0.01% | 727 |
|
|
2023
Q2 | $2.14K | Buy |
+75
| New | +$2.14K | ﹤0.01% | 647 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | – | – | 1034 |
|
|
2022
Q2 | $0 | Sell |
11
-26
| -70% | – | ﹤0.01% | 1015 |
|
|
2022
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 691 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$14K | – | 552 |
|
|
2020
Q3 | $14K | Buy |
400
+292
| +270% | +$10.2K | ﹤0.01% | 357 |
|
|
2020
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 383 |
|
|
2019
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 403 |
|
|
2019
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 414 |
|
|
2019
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $7K | Hold |
108
| – | – | ﹤0.01% | 395 |
|
|
2018
Q4 | $7K | Hold |
108
| – | – | ﹤0.01% | 343 |
|
|
2018
Q3 | $8K | Sell |
108
-575
| -84% | -$42.6K | ﹤0.01% | 371 |
|
|
2018
Q2 | $41K | Buy |
683
+4
| +0.6% | +$240 | 0.01% | 277 |
|
|
2018
Q1 | $44K | Buy |
679
+571
| +529% | +$37K | 0.01% | 271 |
|
|
2017
Q4 | $8K | Hold |
108
| – | – | ﹤0.01% | 389 |
|
|
2017
Q3 | $8K | Sell |
108
-52
| -33% | -$3.85K | ﹤0.01% | 383 |
|
|
2017
Q2 | $13K | Buy |
160
+52
| +48% | +$4.23K | ﹤0.01% | 293 |
|
|
2017
Q1 | $9K | Hold |
108
| – | – | ﹤0.01% | 298 |
|
|
2016
Q4 | $9K | Buy |
+108
| New | +$9K | 0.01% | 309 |
|