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