PWM
WBA
ParenteBeard Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,559
| Closed | -$338K | – | 123 |
|
|
2014
Q2 | $338K | Buy |
4,559
+159
| +4% | +$11.8K | 0.15% | 77 |
|
|
2014
Q1 | $291K | Sell |
4,400
-27,584
| -86% | -$1.82M | 0.14% | 80 |
|
|
2013
Q4 | $1.84M | Buy |
31,984
+27,307
| +584% | +$1.57M | 0.72% | 37 |
|
|
2013
Q3 | $252K | Sell |
4,677
-649
| -12% | -$35K | 0.12% | 86 |
|
|
2013
Q2 | $235K | Buy |
+5,326
| New | +$235K | 0.11% | 91 |
|