BWP
Balboa Wealth Partners’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
29,710
-799
| -3% | -$43.9K | 0.33% | 59 |
|
|
2025
Q1 | $1.55M | Buy |
30,509
+1,784
| +6% | +$90.6K | 0.37% | 51 |
|
|
2024
Q4 | $1.54M | Sell |
28,725
-1,722
| -6% | -$92K | 0.35% | 54 |
|
|
2024
Q3 | $1.58M | Buy |
30,447
+1,140
| +4% | +$59.1K | 0.39% | 41 |
|
|
2024
Q2 | $1.49M | Sell |
29,307
-542
| -2% | -$27.6K | 0.39% | 46 |
|
|
2024
Q1 | $1.49M | Buy |
29,849
+5,738
| +24% | +$286K | 0.44% | 40 |
|
|
2023
Q4 | $1.1M | Sell |
24,111
-523
| -2% | -$23.9K | 0.37% | 49 |
|
|
2023
Q3 | $1.02M | Sell |
24,634
-655
| -3% | -$27K | 0.38% | 43 |
|
|
2023
Q2 | $1.1M | Buy |
25,289
+4,015
| +19% | +$174K | 0.38% | 42 |
|
|
2023
Q1 | $854K | Sell |
21,274
-606
| -3% | -$24.3K | 0.32% | 59 |
|
|
2022
Q4 | $851K | Buy |
21,880
+7,517
| +52% | +$292K | 0.38% | 64 |
|
|
2022
Q3 | $516K | Buy |
+14,363
| New | +$516K | 0.23% | 86 |
|