Oxford Financial Group’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,928
| Closed | -$205K | – | 290 |
|
|
2021
Q4 | $205K | Buy |
+3,928
| New | +$205K | 0.02% | 193 |
|
|
2021
Q3 | – | Sell |
-3,928
| Closed | -$207K | – | 252 |
|
|
2021
Q2 | $207K | Sell |
3,928
-1,107
| -22% | -$58.3K | 0.03% | 171 |
|
|
2021
Q1 | $276K | Hold |
5,035
| – | – | 0.04% | 151 |
|
|
2020
Q4 | $201K | Buy |
+5,035
| New | +$201K | 0.03% | 167 |
|
|
2020
Q3 | – | Sell |
-6,413
| Closed | -$272K | – | 202 |
|
|
2020
Q2 | $272K | Hold |
6,413
| – | – | 0.05% | 134 |
|
|
2020
Q1 | $293K | Buy |
+6,413
| New | +$293K | 0.06% | 120 |
|