Northern Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,577
| Closed | -$251K | – | 114 |
|
|
2024
Q1 | $251K | Sell |
11,577
-2,137
| -16% | -$46.4K | 0.2% | 106 |
|
|
2023
Q4 | $358K | Buy |
13,714
+4,692
| +52% | +$123K | 0.3% | 88 |
|
|
2023
Q3 | $201K | Buy |
+9,022
| New | +$201K | 0.18% | 113 |
|
|
2023
Q2 | – | Sell |
-15,584
| Closed | -$539K | – | 117 |
|
|
2023
Q1 | $539K | Sell |
15,584
-396
| -2% | -$13.7K | 0.51% | 65 |
|
|
2022
Q4 | $597K | Buy |
+15,980
| New | +$597K | 0.68% | 51 |
|