OAM
WBA
Optimal Asset Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $519K | Buy |
11,037
+10
| +0.1% | +$470 | 0.06% | 301 |
|
|
2021
Q2 | $580K | Hold |
11,027
| – | – | 0.07% | 303 |
|
|
2021
Q1 | $605K | Buy |
11,027
+800
| +8% | +$43.9K | 0.08% | 295 |
|
|
2020
Q4 | $408K | Sell |
10,227
-10,283
| -50% | -$410K | 0.06% | 367 |
|
|
2020
Q3 | $736K | Buy |
20,510
+12,041
| +142% | +$432K | 0.11% | 276 |
|
|
2020
Q2 | $359K | Buy |
+8,469
| New | +$359K | 0.06% | 357 |
|