LWM
WBA
Lenox Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 681 |
|
2019
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 650 |
|
2019
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 677 |
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 655 |
|
2019
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 620 |
|
2018
Q4 | $2K | Sell |
36
-302
| -89% | -$16.8K | ﹤0.01% | 573 |
|
2018
Q3 | $25K | Hold |
338
| – | – | 0.01% | 295 |
|
2018
Q2 | $20K | Hold |
338
| – | – | 0.01% | 295 |
|
2018
Q1 | $22K | Hold |
338
| – | – | 0.01% | 289 |
|
2017
Q4 | $25K | Hold |
338
| – | – | 0.01% | 287 |
|
2017
Q3 | $26K | Hold |
338
| – | – | 0.01% | 294 |
|
2017
Q2 | $26K | Hold |
338
| – | – | 0.01% | 276 |
|
2017
Q1 | $28K | Hold |
338
| – | – | 0.02% | 125 |
|
2016
Q4 | $28K | Hold |
338
| – | – | 0.02% | 134 |
|
2016
Q3 | $27K | Hold |
338
| – | – | 0.02% | 131 |
|
2016
Q2 | $28K | Sell |
338
-128
| -27% | -$10.6K | 0.02% | 134 |
|
2016
Q1 | $39K | Buy |
466
+128
| +38% | +$10.7K | 0.03% | 121 |
|
2015
Q4 | $29K | Buy |
+338
| New | +$29K | 0.02% | 133 |
|
2015
Q1 | – | Sell |
-338
| Closed | -$20K | – | 158 |
|
2014
Q4 | $20K | Hold |
338
| – | – | 0.01% | 107 |
|
2014
Q3 | $20K | Hold |
338
| – | – | 0.01% | 110 |
|
2014
Q2 | $25K | Sell |
338
-362
| -52% | -$26.8K | 0.02% | 100 |
|
2014
Q1 | $46K | Sell |
700
-400
| -36% | -$26.3K | 0.02% | 90 |
|
2013
Q4 | $63K | Buy |
+1,100
| New | +$63K | 0.04% | 85 |
|