LWA
WBA
Lenox Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $9K | Hold |
192
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $10K | Sell |
192
-105
| -35% | -$5.47K | ﹤0.01% | 518 |
|
|
2021
Q3 | $14K | Hold |
297
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $16K | Sell |
297
-105
| -26% | -$5.66K | ﹤0.01% | 408 |
|
|
2021
Q1 | $22K | Buy |
402
+205
| +104% | +$11.2K | ﹤0.01% | 302 |
|
|
2020
Q4 | $8K | Buy |
197
+5
| +3% | +$203 | ﹤0.01% | 457 |
|
|
2020
Q3 | $7K | Sell |
192
-255
| -57% | -$9.3K | ﹤0.01% | 419 |
|
|
2020
Q2 | $19K | Buy |
447
+147
| +49% | +$6.25K | ﹤0.01% | 299 |
|
|
2020
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 311 |
|
|
2019
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $17K | Sell |
300
-2,392
| -89% | -$136K | ﹤0.01% | 312 |
|
|
2019
Q2 | $147K | Sell |
2,692
-2,559
| -49% | -$140K | 0.03% | 89 |
|
|
2019
Q1 | $332K | Buy |
5,251
+59
| +1% | +$3.73K | 0.06% | 48 |
|
|
2018
Q4 | $355K | Hold |
5,192
| – | – | 0.08% | 46 |
|
|
2018
Q3 | $378K | Buy |
+5,192
| New | +$378K | 0.08% | 44 |
|
|
2018
Q2 | – | Sell |
-812
| Closed | -$53K | – | 654 |
|
|
2018
Q1 | $53K | Buy |
812
+712
| +712% | +$46.5K | 0.01% | 158 |
|
|
2017
Q4 | $7K | Buy |
100
+97
| +3,233% | +$6.79K | ﹤0.01% | 196 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 289 |
|
|
2016
Q4 | – | Sell |
-35
| Closed | -$3K | – | 192 |
|
|
2016
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 199 |
|
|
2014
Q4 | – | Sell |
-150
| Closed | -$9K | – | 344 |
|
|
2014
Q3 | $9K | Sell |
150
-36
| -19% | -$2.16K | ﹤0.01% | 183 |
|
|
2014
Q2 | $13K | Sell |
186
-14
| -7% | -$978 | 0.01% | 135 |
|
|
2014
Q1 | $13K | Buy |
200
+50
| +33% | +$3.25K | 0.01% | 119 |
|
|
2013
Q4 | $9K | Hold |
150
| – | – | 0.01% | 180 |
|
|
2013
Q3 | $8K | Hold |
150
| – | – | 0.01% | 120 |
|
|
2013
Q2 | $7K | Buy |
+150
| New | +$7K | 0.01% | 155 |
|