Balboa Wealth Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,782
| Closed | -$493K | – | 377 |
|
|
2024
Q3 | $493K | Sell |
18,782
-2,740
| -13% | -$72K | 0.12% | 144 |
|
|
2024
Q2 | $553K | Buy |
21,522
+182
| +0.9% | +$4.68K | 0.15% | 120 |
|
|
2024
Q1 | $555K | Buy |
21,340
+120
| +0.6% | +$3.12K | 0.16% | 113 |
|
|
2023
Q4 | $558K | Buy |
21,220
+3,220
| +18% | +$84.7K | 0.19% | 101 |
|
|
2023
Q3 | $446K | Buy |
+18,000
| New | +$446K | 0.17% | 112 |
|