Balboa Wealth Partners Spdr Ser Tr Spdr Portfolio Int Transaction History

Balboa Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$27.05 - $28.64 $271,392 - $287,345	10,033 New	10,033 $286,000
Q1 2023 May 11, 2023	SELL	$27.87 - $29.16 $155,876 - $163,091	-5,593 Reduced 40.74%	8,134 $235,000
Q4 2022 Feb 14, 2023	SELL	$27.57 - $28.82 $48,330 - $50,521	-1,753 Reduced 11.32%	13,727 $387,000
Q3 2022 Jan 04, 2023	BUY	$27.87 - $30.06 $431,427 - $465,328	15,480 New	15,480 $435,000

342

199M

12.3K

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.