OWA
WBA
One Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-354
| Closed | -$13.2K | – | 598 |
|
|
2022
Q4 | $13.2K | Buy |
+354
| New | +$13.2K | ﹤0.01% | 590 |
|
|
2020
Q2 | – | Sell |
-5,217
| Closed | -$239K | – | 99 |
|
|
2020
Q1 | $239K | Buy |
+5,217
| New | +$239K | 0.24% | 66 |
|
|
2019
Q4 | – | Sell |
-6,934
| Closed | -$384K | – | 130 |
|
|
2019
Q3 | $384K | Sell |
6,934
-1,217
| -15% | -$67.4K | 0.34% | 43 |
|
|
2019
Q2 | $446K | Sell |
8,151
-221
| -3% | -$12.1K | 0.37% | 42 |
|
|
2019
Q1 | $530K | Buy |
8,372
+2,564
| +44% | +$162K | 0.43% | 31 |
|
|
2018
Q4 | $397K | Buy |
5,808
+521
| +10% | +$35.6K | 0.4% | 39 |
|
|
2018
Q3 | $385K | Buy |
5,287
+5,277
| +52,770% | +$384K | 0.29% | 59 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 545 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 507 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 551 |
|