Liberty Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,857
| Closed | -$88K | – | 1096 |
|
|
2021
Q3 | $88K | Buy |
1,857
+477
| +35% | +$22.6K | 0.03% | 315 |
|
|
2021
Q2 | $73K | Sell |
1,380
-1,039
| -43% | -$55K | 0.03% | 256 |
|
|
2021
Q1 | $118K | Hold |
2,419
| – | – | 0.06% | 162 |
|
|
2020
Q4 | $118K | Buy |
2,419
+1,228
| +103% | +$59.9K | 0.06% | 160 |
|
|
2020
Q3 | $43K | Buy |
1,191
+14
| +1% | +$505 | 0.03% | 258 |
|
|
2020
Q2 | $50K | Sell |
1,177
-5
| -0.4% | -$212 | 0.04% | 224 |
|
|
2020
Q1 | $54K | Buy |
1,182
+26
| +2% | +$1.19K | 0.05% | 205 |
|
|
2019
Q4 | $68K | Buy |
1,156
+31
| +3% | +$1.82K | 0.05% | 208 |
|
|
2019
Q3 | $62K | Buy |
1,125
+9
| +0.8% | +$496 | 0.06% | 200 |
|
|
2019
Q2 | $61K | Buy |
1,116
+8
| +0.7% | +$437 | 0.05% | 221 |
|
|
2019
Q1 | $70K | Sell |
1,108
-45
| -4% | -$2.84K | 0.05% | 173 |
|
|
2018
Q4 | $78K | Buy |
+1,153
| New | +$78K | 0.06% | 149 |
|