SWM
WBA
SVA Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.16M | Hold |
29,009
| – | – | 0.1% | 124 |
|
|
2020
Q3 | $1.04M | Hold |
29,009
| – | – | 0.1% | 116 |
|
|
2020
Q2 | $1.23M | Sell |
29,009
-135
| -0.5% | -$5.72K | 0.13% | 111 |
|
|
2020
Q1 | $1.33M | Sell |
29,144
-11,377
| -28% | -$520K | 0.15% | 108 |
|
|
2019
Q4 | $2.39M | Sell |
40,521
-3,155
| -7% | -$186K | 0.22% | 86 |
|
|
2019
Q3 | $2.42M | Buy |
43,676
+690
| +2% | +$38.2K | 0.24% | 85 |
|
|
2019
Q2 | $2.35M | Sell |
42,986
-1,240
| -3% | -$67.8K | 0.23% | 84 |
|
|
2019
Q1 | $2.8M | Sell |
44,226
-211
| -0.5% | -$13.3K | 0.27% | 80 |
|
|
2018
Q4 | $3.04M | Sell |
44,437
-405
| -0.9% | -$27.7K | 0.34% | 67 |
|
|
2018
Q3 | $3.27M | Sell |
44,842
-648
| -1% | -$47.2K | 0.33% | 68 |
|
|
2018
Q2 | $2.73M | Sell |
45,490
-1,926
| -4% | -$116K | 0.29% | 71 |
|
|
2018
Q1 | $3.66M | Buy |
47,416
+1,032
| +2% | +$79.7K | 0.45% | 63 |
|
|
2017
Q4 | $3.37M | Sell |
46,384
-1,032
| -2% | -$74.9K | 0.39% | 67 |
|
|
2017
Q3 | $3.66M | Buy |
47,416
+341
| +0.7% | +$26.3K | 0.45% | 63 |
|
|
2017
Q2 | $3.69M | Buy |
47,075
+1,949
| +4% | +$153K | 0.48% | 60 |
|
|
2017
Q1 | $3.75M | Sell |
45,126
-92
| -0.2% | -$7.64K | 0.51% | 61 |
|
|
2016
Q4 | $3.74M | Sell |
45,218
-2,207
| -5% | -$183K | 0.56% | 61 |
|
|
2016
Q3 | $3.82M | Buy |
47,425
+1,707
| +4% | +$138K | 0.6% | 53 |
|
|
2016
Q2 | $3.81M | Sell |
45,718
-317
| -0.7% | -$26.4K | 0.62% | 50 |
|
|
2016
Q1 | $3.88M | Buy |
46,035
+33
| +0.1% | +$2.78K | 0.64% | 49 |
|
|
2015
Q4 | $3.92M | Hold |
46,002
| – | – | 0.68% | 48 |
|
|
2015
Q3 | $3.82M | Buy |
46,002
+579
| +1% | +$48.1K | 0.71% | 48 |
|
|
2015
Q2 | $3.84M | Sell |
45,423
-824
| -2% | -$69.6K | 0.71% | 51 |
|
|
2015
Q1 | $3.92M | Buy |
46,247
+40,268
| +673% | +$3.41M | 0.71% | 49 |
|
|
2014
Q4 | $456K | Buy |
5,979
+1,899
| +47% | +$145K | 0.17% | 121 |
|
|
2014
Q3 | $242K | Sell |
4,080
-97
| -2% | -$5.75K | 0.1% | 145 |
|
|
2014
Q2 | $310K | Sell |
4,177
-125
| -3% | -$9.28K | 0.13% | 129 |
|
|
2014
Q1 | $284K | Buy |
+4,302
| New | +$284K | 0.13% | 125 |
|