MPS Loria Financial Planners’s Walgreens Boots Alliance WBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,939	Closed	-$221K	–	85
2022 Q1	$221K	Buy	4,939 +12	+0.2%	+$590	0.09%	77
2021 Q4	$257K	Buy	4,927 +6	+0.1%	+$291	0.1%	70
2021 Q3	$231K	Sell	4,921 -490	-9%	-$23.6K	0.11%	72
2021 Q2	$285K	Buy	5,411 +10	+0.2%	+$538	0.13%	61
2021 Q1	$296K	Sell	5,401 -94	-2%	-$4.65K	0.14%	61
2020 Q4	$227K	Buy	5,495 +2,529	+85%	+$98K	0.1%	71
2020 Q3	$107K	Sell	2,966 -482	-14%	-$18.8K	0.06%	105
2020 Q2	$146K	Buy	+3,448	New	+$146K	0.08%	81
2019 Q1	–	Sell	-3,079	Closed	-$210K	–	76
2018 Q4	$210K	Buy	3,079 +6	+0.2%	+$465	0.15%	67
2018 Q3	$224K	Sell	3,073 -2,128	-41%	-$144K	0.14%	66
2018 Q2	$312K	Sell	5,201 -361	-6%	-$23.2K	0.31%	48
2018 Q1	$364K	Sell	5,562 -450	-7%	-$32.2K	0.26%	44
2017 Q4	$437K	Buy	6,012 +17	+0.3%	+$1.2K	0.3%	41
2017 Q3	$463K	Buy	5,995 +366	+7%	+$29.3K	0.33%	35
2017 Q2	$457K	Buy	+5,629	New	+$463K	0.31%	37