Mountain Capital Investment Advisors’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
Q3 | – | Sell |
-41,310
| Closed | -$1.27M | – | 73 |
|
|
2023
Q2 | $1.27M | Sell |
41,310
-12,380
| -23% | -$379K | 0.48% | 39 |
|
|
2023
Q1 | $1.92M | Buy |
53,690
+3,295
| +7% | +$118K | 0.85% | 37 |
|
|
2022
Q4 | $1.85M | Buy |
50,395
+10,875
| +28% | +$399K | 0.84% | 45 |
|
|
2022
Q3 | $1.32M | Buy |
+39,520
| New | +$1.32M | 0.69% | 53 |
|
|
2022
Q2 | – | Sell |
-32,272
| Closed | -$1.43M | – | 95 |
|
|
2022
Q1 | $1.43M | Buy |
32,272
+2,548
| +9% | +$113K | 0.68% | 53 |
|
|
2021
Q4 | $1.62M | Buy |
+29,724
| New | +$1.62M | 0.73% | 43 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$8K | – | 425 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | 0.01% | 303 |
|
|
2017
Q2 | $8K | Buy |
+100
| New | +$8K | 0.01% | 330 |
|