WealthPLAN Partners’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,837
| Closed | -$208K | – | 266 |
|
|
2018
Q4 | $208K | Sell |
2,837
-199
| -7% | -$14.6K | 0.03% | 239 |
|
|
2018
Q3 | $242K | Buy |
+3,036
| New | +$242K | 0.04% | 212 |
|
|
2018
Q1 | – | Sell |
-4,335
| Closed | -$315K | – | 283 |
|
|
2017
Q4 | $315K | Sell |
4,335
-270
| -6% | -$19.6K | 0.08% | 154 |
|
|
2017
Q3 | $356K | Sell |
4,605
-59
| -1% | -$4.56K | 0.1% | 136 |
|
|
2017
Q2 | $365K | Buy |
4,664
+4,514
| +3,009% | +$353K | 0.1% | 124 |
|
|
2017
Q1 | $12.2K | Buy |
+150
| New | +$12.2K | 0.04% | 240 |
|
|
2016
Q3 | $326K | Sell |
4,060
-1,033
| -20% | -$82.9K | 0.11% | 111 |
|
|
2016
Q2 | $338K | Buy |
+5,093
| New | +$338K | 0.04% | 268 |
|
|
2015
Q4 | $307K | Buy |
+12,200
| New | +$307K | 0.05% | 205 |
|
|
2015
Q2 | $42K | Buy |
500
+100
| +25% | +$8.4K | 0.02% | 191 |
|
|
2015
Q1 | $34K | Buy |
+400
| New | +$34K | 0.02% | 275 |
|