PIA
WBA
Powell Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-9,984
| Closed | -$222K | – | 158 |
|
2023
Q3 | $222K | Buy |
9,984
+2
| +0% | +$44 | 0.13% | 97 |
|
2023
Q2 | $284K | Sell |
9,982
-555
| -5% | -$15.8K | 0.17% | 83 |
|
2023
Q1 | $364K | Buy |
10,537
+49
| +0.5% | +$1.69K | 0.2% | 75 |
|
2022
Q4 | $392K | Hold |
10,488
| – | – | 0.23% | 72 |
|
2022
Q3 | $329K | Buy |
10,488
+4,029
| +62% | +$126K | 0.22% | 79 |
|
2022
Q2 | $245K | Buy |
+6,459
| New | +$245K | 0.15% | 93 |
|