Balboa Wealth Partners's ownership history for SDVY

Balboa Wealth Partners currently holds 7.7K shares with a market value of $295.4K. It started holding SDVY on 2024-12-31. At its peak, it held 11.5K shares on 2024-12-31. Its highest holding value was $411.3K on 2024-12-31. At its lowest, it held 7.6K shares on 2025-06-30, with a value of $267.2K on 2025-06-30. In the recent 180 days, Balboa Wealth Partners has increased its shares by 133. In the recent year, Balboa Wealth Partners has decreased its shares by 3.8K.