BWP
Balboa Wealth Partners’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,635
| Closed | -$360K | – | 390 |
|
|
2025
Q1 | $360K | Sell |
5,635
-540
| -9% | -$34.5K | 0.09% | 168 |
|
|
2024
Q4 | $295K | Sell |
6,175
-3,211
| -34% | -$154K | 0.07% | 213 |
|
|
2024
Q3 | $537K | Buy |
9,386
+846
| +10% | +$48.4K | 0.13% | 134 |
|
|
2024
Q2 | $447K | Buy |
8,540
+2,772
| +48% | +$145K | 0.12% | 142 |
|
|
2024
Q1 | $235K | Buy |
+5,768
| New | +$235K | 0.07% | 200 |
|