MWM
WBA
Mascoma Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-50
| Closed | -$3K | – | 340 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 339 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | 0.01% | 283 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 307 |
|
|
2018
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2017
Q4 | $7K | Sell |
100
-239
| -71% | -$16.7K | ﹤0.01% | 289 |
|
|
2017
Q3 | $26K | Hold |
339
| – | – | 0.02% | 204 |
|
|
2017
Q2 | $27K | Sell |
339
-1,000
| -75% | -$79.6K | 0.02% | 206 |
|
|
2017
Q1 | $111K | Hold |
1,339
| – | – | 0.08% | 96 |
|
|
2016
Q4 | $111K | Buy |
+1,339
| New | +$111K | 0.08% | 97 |
|