Number of Shares
25,000
Previous 26,000 3.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
N/A
-1,000 Reduced 3.85%
25,000 $0
Q4 2023

Feb 09, 2024

SELL
N/A
-1,000 Reduced 3.7%
26,000 $0
Q2 2023

Aug 08, 2023

SELL
N/A
-4,000 Reduced 12.9%
27,000 $0
Q1 2023

May 11, 2023

SELL
N/A
-1,000 Reduced 3.13%
31,000 $0
Q4 2022

Feb 14, 2023

SELL
N/A
-1,000 Reduced 3.03%
32,000 $0
Q3 2022

Jan 04, 2023

BUY
N/A
33,000 New
33,000 $21,000
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.