West Oak Capital’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-150
| Closed | -$5K | – | 333 |
|
2022
Q3 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 280 |
|
2021
Q2 | – | Sell |
-35
| Closed | -$2K | – | 375 |
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 312 |
|
2020
Q4 | $1K | Buy |
35
+10
| +40% | +$286 | ﹤0.01% | 314 |
|
2020
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 293 |
|