Balboa Wealth Partners CAPITAL GROUP DIVIDEND GROWE Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Number of Shares
7,686
Previous 7,802 1.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
N/A
-116 Reduced 1.49%
7,686 $0
Q3 2025

Nov 06, 2025
BUY
N/A
707 Added 9.96%
7,802 $0
Q2 2025

Jul 29, 2025
BUY
N/A
7,095 New
7,095 $0
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