Modera Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,042
| Closed | -$229K | – | 586 |
|
|
2023
Q2 | $229K | Buy |
+8,042
| New | +$229K | ﹤0.01% | 507 |
|
|
2022
Q1 | – | Sell |
-13,016
| Closed | -$679K | – | 592 |
|
|
2021
Q4 | $679K | Buy |
+13,016
| New | +$679K | 0.03% | 222 |
|
|
2017
Q2 | – | Sell |
-2,451
| Closed | -$204K | – | 123 |
|
|
2017
Q1 | $204K | Buy |
2,451
+9
| +0.4% | +$749 | 0.05% | 111 |
|
|
2016
Q4 | $202K | Buy |
+2,442
| New | +$202K | 0.07% | 103 |
|
|
2016
Q2 | – | Sell |
-2,417
| Closed | -$204K | – | 118 |
|
|
2016
Q1 | $204K | Buy |
+2,417
| New | +$204K | 0.07% | 102 |
|