LFA
WBA
Legacy Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-57,361
| Closed | -$514K | – | 374 |
|
|
2024
Q3 | $514K | Buy |
57,361
+25,500
| +80% | +$228K | 0.09% | 192 |
|
|
2024
Q2 | $385K | Buy |
+31,861
| New | +$385K | 0.07% | 216 |
|
|
2019
Q2 | – | Sell |
-103
| Closed | -$7K | – | 893 |
|
|
2019
Q1 | $7K | Sell |
103
-402
| -80% | -$27.3K | ﹤0.01% | 708 |
|
|
2018
Q4 | $35K | Buy |
505
+77
| +18% | +$5.34K | 0.01% | 306 |
|
|
2018
Q3 | $31K | Hold |
428
| – | – | 0.01% | 307 |
|
|
2018
Q2 | $28K | Buy |
428
+60
| +16% | +$3.93K | 0.01% | 329 |
|
|
2018
Q1 | $23K | Sell |
368
-29
| -7% | -$1.81K | 0.01% | 351 |
|
|
2017
Q4 | $28K | Buy |
+397
| New | +$28K | 0.01% | 317 |
|