TSWM
WBA
Triangle Securities Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,793
| Closed | -$222K | – | 189 |
|
|
2023
Q2 | $222K | Sell |
7,793
-201
| -3% | -$5.73K | 0.08% | 182 |
|
|
2023
Q1 | $276K | Sell |
7,994
-422
| -5% | -$14.6K | 0.1% | 168 |
|
|
2022
Q4 | $314K | Hold |
8,416
| – | – | 0.12% | 163 |
|
|
2022
Q3 | $264K | Buy |
+8,416
| New | +$264K | 0.11% | 162 |
|