Wealthstreet Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,320
| Closed | -$512K | – | 323 |
|
|
2021
Q1 | $512K | Sell |
9,320
-1,103
| -11% | -$60.6K | 0.05% | 246 |
|
|
2020
Q4 | $416K | Sell |
10,423
-420
| -4% | -$16.8K | 0.04% | 261 |
|
|
2020
Q3 | $389K | Hold |
10,843
| – | – | 0.04% | 250 |
|
|
2020
Q2 | $460K | Sell |
10,843
-990
| -8% | -$42K | 0.06% | 222 |
|
|
2020
Q1 | $541K | Buy |
11,833
+510
| +5% | +$23.3K | 0.08% | 174 |
|
|
2019
Q4 | $667K | Hold |
11,323
| – | – | 0.08% | 205 |
|
|
2019
Q3 | $637K | Buy |
11,323
+480
| +4% | +$27K | 0.08% | 195 |
|
|
2019
Q2 | $593K | Sell |
10,843
-1,600
| -13% | -$87.5K | 0.08% | 201 |
|
|
2019
Q1 | $787K | Buy |
12,443
+1,000
| +9% | +$63.2K | 0.1% | 166 |
|
|
2018
Q4 | $819K | Sell |
11,443
-1,600
| -12% | -$115K | 0.11% | 153 |
|
|
2018
Q3 | $951K | Hold |
13,043
| – | – | 0.12% | 159 |
|
|
2018
Q2 | $783K | Hold |
13,043
| – | – | 0.1% | 182 |
|
|
2018
Q1 | $854K | Hold |
13,043
| – | – | 0.11% | 172 |
|
|
2017
Q4 | $947K | Buy |
+13,043
| New | +$947K | 0.11% | 161 |
|