BWP
Balboa Wealth Partners’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.16M | Buy |
161,628
+18,772
| +13% | +$599K | 1.03% | 20 |
|
2025
Q1 | $4.3M | Sell |
142,856
-31,320
| -18% | -$942K | 1.04% | 20 |
|
2024
Q4 | $5.3M | Buy |
174,176
+59,712
| +52% | +$1.82M | 1.21% | 12 |
|
2024
Q3 | $3.53M | Buy |
114,464
+9,600
| +9% | +$296K | 0.88% | 17 |
|
2024
Q2 | $3.03M | Buy |
+104,864
| New | +$3.03M | 0.8% | 19 |
|