Marcum Wealth’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,154
| Closed | -$213K | – | 402 |
|
|
2023
Q1 | $213K | Buy |
+6,154
| New | +$213K | 0.03% | 315 |
|
|
2022
Q3 | – | Sell |
-7,301
| Closed | -$277K | – | 397 |
|
|
2022
Q2 | $277K | Buy |
7,301
+118
| +2% | +$4.48K | 0.04% | 248 |
|
|
2022
Q1 | $322K | Buy |
7,183
+2,881
| +67% | +$129K | 0.04% | 234 |
|
|
2021
Q4 | $224K | Sell |
4,302
-130
| -3% | -$6.77K | 0.03% | 306 |
|
|
2021
Q3 | $209K | Sell |
4,432
-157
| -3% | -$7.4K | 0.03% | 300 |
|
|
2021
Q2 | $241K | Buy |
4,589
+7
| +0.2% | +$368 | 0.04% | 251 |
|
|
2021
Q1 | $252K | Buy |
+4,582
| New | +$252K | 0.04% | 249 |
|