TW
WBA
TrinityPoint Wealth’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,059
| Closed | -$214K | – | 223 |
|
|
2020
Q2 | $214K | Buy |
5,059
+23
| +0.5% | +$973 | 0.07% | 198 |
|
|
2020
Q1 | $230K | Buy |
5,036
+50
| +1% | +$2.28K | 0.09% | 172 |
|
|
2019
Q4 | $294K | Sell |
4,986
-14,362
| -74% | -$847K | 0.1% | 174 |
|
|
2019
Q3 | $1.15M | Buy |
19,348
+15,576
| +413% | +$929K | 0.4% | 66 |
|
|
2019
Q2 | $208K | Buy |
3,772
+157
| +4% | +$8.66K | 0.1% | 164 |
|
|
2019
Q1 | $229K | Buy |
3,615
+221
| +7% | +$14K | 0.11% | 154 |
|
|
2018
Q4 | $232K | Buy |
+3,394
| New | +$232K | 0.14% | 146 |
|