Balboa Wealth Partners's ownership history for DFIV

Balboa Wealth Partners currently holds 5.0K shares with a market value of $249.1K. It started holding DFIV on 2024-09-30. At its peak, it held 5.3K shares on 2025-09-30. Its highest holding value was $249.1K on 2025-12-31. At its lowest, it held 5.0K shares on 2025-12-31, with a value of $201.4K on 2024-09-30. In the recent 180 days, Balboa Wealth Partners has decreased its shares by 339. In the recent year, Balboa Wealth Partners has decreased its shares by 298.