MAM
WBA
Mystic Asset Management’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,925
| Closed | -$233K | – | 166 |
|
2023
Q4 | $233K | Buy |
+8,925
| New | +$233K | 0.11% | 138 |
|
2022
Q3 | – | Sell |
-7,025
| Closed | -$266K | – | 153 |
|
2022
Q2 | $266K | Buy |
7,025
+900
| +15% | +$34.1K | 0.16% | 127 |
|
2022
Q1 | $274K | Buy |
6,125
+375
| +7% | +$16.8K | 0.15% | 134 |
|
2021
Q4 | $299K | Buy |
+5,750
| New | +$299K | 0.14% | 135 |
|