Balboa Wealth Partners Exchange Traded Concepts Tr Bi Transaction History

Balboa Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$10.8 - $19.72 $2,700 - $4,930	-250 Reduced 2.23%	10,980 $216,000
Q1 2025 Apr 23, 2025	SELL	$12.14 - $19.82 $182 - $297	-15 Reduced 0.13%	11,230 $136,000
Q4 2024 Feb 10, 2025	SELL	$12.71 - $22.33 $444 - $781	-35 Reduced 0.31%	11,245 $189,000
Q3 2024 Nov 06, 2024	BUY	$10.89 - $16.24 $122,839 - $183,187	11,280 New	11,280 $150,000
Q1 2024 May 13, 2024	BUY	$8.16 - $13.3 $6,120 - $9,975	750 Added 3.95%	19,750 $259,000

Q4 2023 Feb 09, 2024	BUY	$6.23 - $13.56 $118,370 - $257,640	19,000 New	19,000 $220,000

101

7.49M

32.7K

347K

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