BWP
Balboa Wealth Partners’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
3,028
-406
| -12% | -$167K | 0.25% | 74 |
|
|
2025
Q1 | $1.07M | Buy |
+3,434
| New | +$1.07M | 0.26% | 75 |
|
|
2023
Q1 | – | Sell |
-5,834
| Closed | -$1.6M | – | 326 |
|
|
2022
Q4 | $1.6M | Sell |
5,834
-4,006
| -41% | -$1.1M | 0.72% | 25 |
|
|
2022
Q3 | $2.89M | Buy |
+9,840
| New | +$2.89M | 1.27% | 11 |
|