PFA
WBA
Paradigm Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $394K | Sell |
7,553
-5,125
| -40% | -$267K | 0.09% | 141 |
|
2021
Q3 | $596K | Sell |
12,678
-1,325
| -9% | -$62.3K | 0.14% | 103 |
|
2021
Q2 | $737K | Sell |
14,003
-241
| -2% | -$12.7K | 0.16% | 99 |
|
2021
Q1 | $782K | Buy |
14,244
+410
| +3% | +$22.5K | 0.19% | 94 |
|
2020
Q4 | $552K | Buy |
+13,834
| New | +$552K | 0.15% | 96 |
|
2014
Q2 | – | Sell |
-1,200
| Closed | -$79K | – | 226 |
|
2014
Q1 | $79K | Hold |
1,200
| – | – | 0.07% | 101 |
|
2013
Q4 | $69K | Buy |
+1,200
| New | +$69K | 0.07% | 117 |
|