OIA
WBA
OneDigital Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,893
| Closed | -$232K | – | 1165 |
|
|
2023
Q4 | $232K | Buy |
+8,893
| New | +$232K | ﹤0.01% | 1003 |
|
|
2021
Q3 | – | Sell |
-3,836
| Closed | -$202K | – | 785 |
|
|
2021
Q2 | $202K | Hold |
3,836
| – | – | 0.01% | 675 |
|
|
2021
Q1 | $211K | Buy |
+3,836
| New | +$211K | 0.01% | 594 |
|
|
2020
Q1 | – | Sell |
-7,602
| Closed | -$448K | – | 588 |
|
|
2019
Q4 | $448K | Sell |
7,602
-717
| -9% | -$42.3K | 0.04% | 322 |
|
|
2019
Q3 | $461K | Buy |
8,319
+7,119
| +593% | +$395K | 0.04% | 287 |
|
|
2019
Q2 | $66K | Sell |
1,200
-4,656
| -80% | -$256K | 0.01% | 521 |
|
|
2019
Q1 | $325K | Sell |
5,856
-254
| -4% | -$14.1K | 0.05% | 219 |
|
|
2018
Q4 | $418K | Buy |
6,110
+1,180
| +24% | +$80.7K | 0.07% | 181 |
|
|
2018
Q3 | $359K | Buy |
4,930
+4
| +0.1% | +$291 | 0.08% | 126 |
|
|
2018
Q2 | $296K | Hold |
4,926
| – | – | 0.06% | 169 |
|
|
2018
Q1 | $323K | Buy |
4,926
+331
| +7% | +$21.7K | 0.07% | 174 |
|
|
2017
Q4 | $334K | Buy |
+4,595
| New | +$334K | 0.04% | 170 |
|
|
2017
Q3 | – | Sell |
-4,610
| Closed | -$361K | – | 1177 |
|
|
2017
Q2 | $361K | Buy |
+4,610
| New | +$361K | 0.11% | 148 |
|