Balboa Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Balboa Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$50.36 - $54.21 $13,647 - $14,690	-271 Reduced 5.4%	4,751 $240,000
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $20,355 - $22,361	-427 Reduced 7.84%	5,022 $263,000
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $28,077 - $30,980	-627 Reduced 10.32%	5,449 $263,000
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $8,407 - $9,583	-199 Reduced 3.17%	6,076 $274,000
Q3 2022 Jan 04, 2023	BUY	$42.35 - $51.01 $265,746 - $320,087	6,275 New	6,275 $266,000

1,353

349M

34.3K

1.2K

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