Balboa Wealth Partners’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-830
| Closed | -$465K | – | 328 |
|
|
2024
Q1 | $465K | Buy |
830
+7
| +0.9% | +$3.92K | 0.14% | 123 |
|
|
2023
Q4 | $465K | Sell |
823
-345
| -30% | -$195K | 0.15% | 121 |
|
|
2023
Q3 | $599K | Sell |
1,168
-229
| -16% | -$118K | 0.22% | 85 |
|
|
2023
Q2 | $656K | Sell |
1,397
-304
| -18% | -$143K | 0.23% | 80 |
|
|
2023
Q1 | $952K | Sell |
1,701
-2,251
| -57% | -$1.26M | 0.36% | 54 |
|
|
2022
Q4 | $1.84M | Sell |
3,952
-760
| -16% | -$354K | 0.83% | 22 |
|
|
2022
Q3 | $1.99M | Buy |
+4,712
| New | +$1.99M | 0.87% | 19 |
|