BWP
Balboa Wealth Partners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
55,414
+6,460
| +13% | +$219K | 0.38% | 55 |
|
|
2025
Q1 | $1.48M | Sell |
48,954
-11,860
| -20% | -$359K | 0.36% | 53 |
|
|
2024
Q4 | $2.02M | Buy |
60,814
+18,395
| +43% | +$610K | 0.46% | 39 |
|
|
2024
Q3 | $1.4M | Buy |
42,419
+3,274
| +8% | +$108K | 0.35% | 53 |
|
|
2024
Q2 | $1.19M | Buy |
+39,145
| New | +$1.19M | 0.32% | 58 |
|