Weatherly Asset Management’s Walgreens Boots Alliance WBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,097
| Closed | -$212K | – | 189 |
|
|
2018
Q4 | $212K | Sell |
3,097
-895
| -22% | -$61.3K | 0.05% | 173 |
|
|
2018
Q3 | $291K | Sell |
3,992
-560
| -12% | -$40.8K | 0.06% | 165 |
|
|
2018
Q2 | $273K | Sell |
4,552
-825
| -15% | -$49.5K | 0.06% | 165 |
|
|
2018
Q1 | $352K | Hold |
5,377
| – | – | 0.08% | 155 |
|
|
2017
Q4 | $390K | Buy |
+5,377
| New | +$390K | 0.09% | 154 |
|