Balboa Wealth Partners Spdr Portfolio Long Term Treas Transaction History

Balboa Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$26.06 - $27.96 $353,946 - $379,752	13,582 New	13,582 $369,000
Q1 2023 May 11, 2023	SELL	$28.88 - $31.49 $49,933 - $54,446	-1,729 Reduced 18.48%	7,626 $235,000
Q4 2022 Feb 14, 2023	BUY	$27.04 - $31.56 $49,996 - $58,354	1,849 Added 24.63%	9,355 $271,000
Q3 2022 Jan 04, 2023	BUY	$29.2 - $34.52 $219,175 - $259,107	7,506 New	7,506 $222,000

463

355M

264K

19K

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.