Balboa Wealth Partners’s Omega Flex OFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,221
Closed -$861K 315
2022
Q4
$861K Buy
9,221
+1,666
+22% +$155K 0.39% 63
2022
Q3
$700K Buy
+7,555
New +$700K 0.31% 66