Balboa Wealth Partners Ishares Russell 1000 Val ETF Transaction History

Balboa Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$148.55 - $157.83 $182,122 - $193,499	-1,226 Reduced 44.6%	1,523 $240,000
Q1 2023 May 11, 2023	SELL	$145.2 - $161.56 $705,962 - $785,504	-4,862 Reduced 63.88%	2,749 $418,000
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $546,572 - $635,324	3,996 Added 110.54%	7,611 $1.15 Million
Q3 2022 Jan 04, 2023	BUY	$135.99 - $161.15 $491,603 - $582,557	3,615 New	3,615 $492,000

1,715

256M

606K

653K

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Balboa Wealth Partners with notifications on news.