Balboa Wealth Partners’s Global Self Storage SELF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,782
| Closed | -$56.9K | – | 336 |
|
|
2024
Q1 | $56.9K | Sell |
12,782
-3,303
| -21% | -$14.7K | 0.02% | 238 |
|
|
2023
Q4 | $74.5K | Sell |
16,085
-174
| -1% | -$806 | 0.02% | 225 |
|
|
2023
Q3 | $79K | Buy |
16,259
+5,309
| +48% | +$25.8K | 0.03% | 222 |
|
|
2023
Q2 | $55.3K | Hold |
10,950
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $56.3K | Sell |
10,950
-1,637
| -13% | -$8.41K | 0.02% | 241 |
|
|
2022
Q4 | $61.4K | Sell |
12,587
-6,318
| -33% | -$30.8K | 0.03% | 226 |
|
|
2022
Q3 | $111K | Buy |
+18,905
| New | +$111K | 0.05% | 196 |
|