BWP
SERV

Balboa Wealth Partners’s Serve Robotics SERV Stock Holding History

Balboa Wealth Partners’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,430
Closed -$60K – 410
2025
Q1 		$60K Sell
10,430
-715
-6% -$4.11K 0.01% 279
2024
Q4 		$150K Buy
+11,145
New +$150K 0.03% 283