Balboa Wealth Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,138	Closed	-$260K	–	335
2023 Q1	$260K	Sell	13,138 -6,606	-33%	-$131K	0.1%	183
2022 Q4	$365K	Buy	19,744 +2,286	+13%	+$42.2K	0.16%	136
2022 Q3	$302K	Buy	+17,458	New	+$302K	0.13%	136