Secure Asset Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,831
| Closed | -$200K | – | 230 |
|
|
2021
Q4 | $200K | Buy |
+3,831
| New | +$200K | 0.08% | 200 |
|
|
2021
Q3 | – | Sell |
-5,858
| Closed | -$308K | – | 197 |
|
|
2021
Q2 | $308K | Sell |
5,858
-5,806
| -50% | -$305K | 0.16% | 133 |
|
|
2021
Q1 | $640K | Sell |
11,664
-51,024
| -81% | -$2.8M | 0.36% | 57 |
|
|
2020
Q4 | $2.5M | Buy |
62,688
+55,930
| +828% | +$2.23M | 1.47% | 14 |
|
|
2020
Q3 | $243K | Sell |
6,758
-6,022
| -47% | -$217K | 0.17% | 119 |
|
|
2020
Q2 | $542K | Buy |
12,780
+3,149
| +33% | +$134K | 0.38% | 74 |
|
|
2020
Q1 | $441K | Sell |
9,631
-5,870
| -38% | -$269K | 0.47% | 53 |
|
|
2019
Q4 | $914K | Buy |
+15,501
| New | +$914K | 0.64% | 40 |
|