SFWA
WBA
Summit Financial Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,482
| Closed | -$200K | – | 147 |
|
|
2016
Q3 | $200K | Sell |
2,482
-445
| -15% | -$35.9K | 0.09% | 140 |
|
|
2016
Q2 | $244K | Sell |
2,927
-2,330
| -44% | -$194K | 0.1% | 122 |
|
|
2016
Q1 | $443K | Buy |
5,257
+1,575
| +43% | +$133K | 0.19% | 94 |
|
|
2015
Q4 | $314K | Buy |
+3,682
| New | +$314K | 0.14% | 105 |
|