Balboa Wealth Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
958
-86
| -8% | -$45.3K | 0.1% | 158 |
|
|
2025
Q1 | $530K | Sell |
1,044
-225
| -18% | -$114K | 0.13% | 128 |
|
|
2024
Q4 | $632K | Sell |
1,269
-187
| -13% | -$93.1K | 0.14% | 117 |
|
|
2024
Q3 | $752K | Buy |
1,456
+24
| +2% | +$12.4K | 0.19% | 101 |
|
|
2024
Q2 | $639K | Sell |
1,432
-423
| -23% | -$189K | 0.17% | 109 |
|
|
2024
Q1 | $789K | Sell |
1,855
-9
| -0.5% | -$3.83K | 0.23% | 78 |
|
|
2023
Q4 | $821K | Buy |
1,864
+554
| +42% | +$244K | 0.27% | 71 |
|
|
2023
Q3 | $479K | Buy |
1,310
+16
| +1% | +$5.85K | 0.18% | 106 |
|
|
2023
Q2 | $519K | Sell |
1,294
-333
| -20% | -$134K | 0.18% | 108 |
|
|
2023
Q1 | $561K | Sell |
1,627
-555
| -25% | -$191K | 0.21% | 96 |
|
|
2022
Q4 | $731K | Sell |
2,182
-1,777
| -45% | -$595K | 0.33% | 73 |
|
|
2022
Q3 | $1.21M | Buy |
+3,959
| New | +$1.21M | 0.53% | 37 |
|