Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 03, 2021
358
$282.99 - $369.05 $101K - $132K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q3 2021 Filed on Nov 03, 2021
19
$50.48 - $50.52 $959 - $960
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q2 2021 Filed on Aug 13, 2021
224
$40.44 - $40.49 $9.06K - $9.07K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 13, 2021
1,001
N/A
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
5
$179.3 - $226.77 $897 - $1.13K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
50
$6.98 - $13.4 $349 - $670
RBLX
Roblox Corp

Communication Services
Q2 2021 Filed on Aug 13, 2021
10
$64.0 - $99.86 $640 - $999
FSR
Fisker Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
30
$9.95 - $20.07 $299 - $602
GHC
Graham Holdings CO

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
50
$574.21 - $677.05 $28.7K - $33.9K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q2 2021 Filed on Aug 13, 2021
100
N/A
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
Q2 2021 Filed on Aug 13, 2021
161
$165.89 - $176.44 $26.7K - $28.4K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2021 Filed on Aug 13, 2021
134
$50.71 - $50.77 $6.8K - $6.8K
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
110
$22.23 - $59.26 $2.45K - $6.52K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2021 Filed on Aug 13, 2021
100
$24.71 - $27.18 $2.47K - $2.72K
DSL
Double Line Income Solutions Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
3,000
$17.73 - $18.46 $53.2K - $55.4K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
398
$72.89 - $77.5 $29K - $30.8K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
512
$44.72 - $48.6 $22.9K - $24.9K
GP
Greenpower Motor CO Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
50
$14.48 - $23.23 $724 - $1.16K
OC
Owens Corning

Industrials
Q1 2021 Filed on May 13, 2021
26
$73.94 - $92.66 $1.92K - $2.41K
SSP
E.W. Scripps CO

Communication Services
Q1 2021 Filed on May 13, 2021
100
$14.74 - $24.33 $1.47K - $2.43K
SNOW
Snowflake Inc.

Technology
Q1 2021 Filed on May 13, 2021
39
$208.6 - $314.29 $8.14K - $12.3K
NIO
Nio Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
300
$35.21 - $62.84 $10.6K - $18.9K
Bristol Myers Squibb CO
Q1 2021 Filed on May 13, 2021
350
N/A
SNY
Sanofi

Healthcare
Q1 2021 Filed on May 13, 2021
22
$45.46 - $50.51 $1K - $1.11K
Preferred Apt Cmntys Inc
Q1 2021 Filed on May 13, 2021
1,803
N/A
THW
Tekla World Healthcare Fund

Financial Services
Q1 2021 Filed on May 13, 2021
5,537
$14.64 - $17.81 $81.1K - $98.6K
Apache Corp
Q1 2021 Filed on May 13, 2021
37
N/A
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
Q1 2021 Filed on May 13, 2021
154
N/A
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q1 2021 Filed on May 13, 2021
616
$25.44 - $32.42 $15.7K - $20K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2021 Filed on May 13, 2021
200
$299.81 - $331.66 $60K - $66.3K
New Providence Acquisition
Q1 2021 Filed on May 13, 2021
30
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q1 2021 Filed on May 13, 2021
10
$147.69 - $178.13 $1.48K - $1.78K
SPRU
Spruce Pwr Hldg Corp Com
Q1 2021 Filed on May 13, 2021
100
N/A
Forum Merger Iii Corp
Q1 2021 Filed on May 13, 2021
70
N/A
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
100
$12.93 - $41.34 $1.29K - $4.13K
VLDRW
Velodyne Lidar Inc Wt Exp 09/2
Q1 2021 Filed on May 13, 2021
30
N/A
Ciig Merger Corp
Q1 2021 Filed on May 13, 2021
100
N/A
Slack Technologies Inc
Q1 2021 Filed on May 13, 2021
20
N/A
QS
Quantum Scape Corp

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
100
$42.33 - $66.52 $4.23K - $6.65K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
10
$21.75 - $37.73 $218 - $377
LI
Li Auto Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
100
$21.33 - $36.75 $2.13K - $3.68K
FCEL
Fuelcell Energy Inc

Industrials
Q1 2021 Filed on May 13, 2021
100
$10.61 - $27.96 $1.06K - $2.8K
BLNK
Blink Charging Co.

Industrials
Q1 2021 Filed on May 13, 2021
150
$28.62 - $60.72 $4.29K - $9.11K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 13, 2021
1,791
N/A
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2021 Filed on May 13, 2021
144
$63.23 - $73.67 $9.11K - $10.6K
Marvell Technology Group LTD
Q1 2021 Filed on May 13, 2021
100
N/A
QGEN
Qiagen N.V.

Healthcare
Q1 2021 Filed on May 13, 2021
102
$46.25 - $56.02 $4.72K - $5.71K
Tuscan Hldgs Corp
Q1 2021 Filed on May 13, 2021
100
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 08, 2021
134,043
N/A
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