Transform Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-18,177	Closed	-$653K	–	232
2020 Q3	$653K	Sell	18,177 -44	-0.2%	-$1.72K	0.11%	129
2020 Q2	$772K	Sell	18,221 -324	-2%	-$13.8K	0.13%	113
2020 Q1	$848K	Sell	18,545 -1,100	-6%	-$55.8K	0.18%	115
2019 Q4	$1.16M	Buy	19,645 +770	+4%	+$44.4K	0.18%	112
2019 Q3	$1.04M	Sell	18,875 -25,077	-57%	-$1.34M	0.19%	114
2019 Q2	$2.4M	Sell	43,952 -939	-2%	-$49.9K	0.35%	90
2019 Q1	$2.84M	Sell	44,891 -38,580	-46%	-$2.63M	0.53%	75
2018 Q4	$5.7M	Buy	83,471 +20,277	+32%	+$1.57M	1.17%	26
2018 Q3	$4.61M	Buy	63,194 +23,602	+60%	+$1.6M	0.8%	49
2018 Q2	$2.38M	Buy	39,592 +4,606	+13%	+$297K	0.43%	79
2018 Q1	$2.29M	Buy	34,986 +2,797	+9%	+$200K	0.44%	82
2017 Q4	$2.34M	Buy	32,189 +2,144	+7%	+$151K	0.43%	81
2017 Q3	$2.32M	Buy	+30,045	New	+$2.41M	0.81%	32
2017 Q2	–	Sell	-9,048	Closed	-$751K	–	190
2017 Q1	$751K	Buy	9,048 +319	+4%	+$26.8K	0.28%	128
2016 Q4	$722K	Buy	8,729 +258	+3%	+$21.3K	0.29%	118
2016 Q3	$683K	Buy	8,471 +267	+3%	+$21.8K	0.29%	108
2016 Q2	$683K	Buy	+8,204	New	+$662K	0.29%	115