Balboa Wealth Partners Spdr Portfolio Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Balboa Wealth Partners holds 5,478 shares of SPMD stock, worth $295,812. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,478
Previous 5,252 4.3%
Holding current value
$295,812
Previous $255,000 14.51%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$47.16 - $53.34 $10,658 - $12,054
226 Added 4.3%
5,478 $292,000
Q4 2023

Feb 09, 2024
SELL
$40.76 - $49.2 $4,891 - $5,904
-120 Reduced 2.23%
5,252 $255,000
Q3 2023

Oct 23, 2023
SELL
$43.23 - $47.8 $907 - $1,003
-21 Reduced 0.39%
5,372 $235,000
Q2 2023

Aug 08, 2023
BUY
$42.21 - $45.89 $227,638 - $247,484
5,393 New
5,393 $247,000

Others Institutions Holding SPMD

# of Institutions
598
Shares Held
171M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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