Balboa Wealth Partners's ownership history for CGDV


Balboa Wealth Partners currently holds 8.2K shares with a market value of $357.8K. It started holding CGDV on 2025-06-30. At its peak, it held 8.4K shares on 2025-09-30. Its highest holding value was $357.8K on 2025-12-31. At its lowest, it held 8.0K shares on 2025-06-30, with a value of $317.5K on 2025-06-30. In the recent 180 days, Balboa Wealth Partners has increased its shares by 157.


Balboa Wealth Partners's ownership history for CGDV