Lee Financial’s Walgreens Boots Alliance WBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$2.44K	﹤0.01%	647
2022 Q3	–	Sell	-11	Closed	–	–	1034
2022 Q2	$0	Sell	11 -26	-70%	-$1.12K	﹤0.01%	1015
2022 Q1	$2K	Buy	+37	New	+$1.82K	﹤0.01%	691
2020 Q4	–	Sell	-400	Closed	-$14K	–	552
2020 Q3	$14K	Buy	400 +292	+270%	+$11.4K	﹤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%	-$39K	﹤0.01%	371
2018 Q2	$41K	Buy	683 +4	+0.6%	+$258	0.01%	277
2018 Q1	$44K	Buy	679 +571	+529%	+$40.8K	0.01%	271
2017 Q4	$8K	Hold	108	–	–	﹤0.01%	389
2017 Q3	$8K	Sell	108 -52	-33%	-$4.17K	﹤0.01%	383
2017 Q2	$13K	Buy	160 +52	+48%	+$4.28K	﹤0.01%	293
2017 Q1	$9K	Hold	108	–	–	﹤0.01%	298
2016 Q4	$9K	Buy	+108	New	+$8.93K	0.01%	309