BWP
Balboa Wealth Partners’s Diamondback Energy FANG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,786
| Closed | -$286K | – | 388 |
|
|
2025
Q1 | $286K | Buy |
1,786
+202
| +13% | +$32.3K | 0.07% | 209 |
|
|
2024
Q4 | $260K | Buy |
+1,584
| New | +$260K | 0.06% | 234 |
|
|
2024
Q3 | – | Sell |
-1,509
| Closed | -$302K | – | 348 |
|
|
2024
Q2 | $302K | Sell |
1,509
-293
| -16% | -$58.7K | 0.08% | 189 |
|
|
2024
Q1 | $357K | Buy |
1,802
+239
| +15% | +$47.4K | 0.11% | 145 |
|
|
2023
Q4 | $242K | Buy |
+1,563
| New | +$242K | 0.08% | 192 |
|