Balboa Wealth Partners Vaneck Morningstar Wide Moat E Transaction History

Balboa Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$85.84 - $85.84 $120,776 - $120,776	1,407 Added 21.01%	8,104 $695,000
Q2 2024 Aug 13, 2024	SELL	$83.97 - $89.72 $522,797 - $558,596	-6,226 Reduced 48.18%	6,697 $580,000
Q1 2024 May 13, 2024	BUY	$82.58 - $89.9 $645,610 - $702,838	7,818 Added 153.14%	12,923 $1.16 Million
Q4 2023 Feb 09, 2024	BUY	$70.71 - $85.3 $360,974 - $435,456	5,105 New	5,105 $433,000

750

104M

27.5K

7.2K

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