Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
200
$126.76 - $137.28 $25.4K - $27.5K
GLW
Corning Inc

Technology
Q2 2019 Filed on Jul 19, 2019
300
$28.84 - $35.01 $8.65K - $10.5K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2019 Filed on Jul 19, 2019
68
$39.79 - $44.01 $2.71K - $2.99K
Rudolph Technologies Inc
Q2 2019 Filed on Jul 19, 2019
400
N/A
SCL
Stepan CO

Basic Materials
Q2 2019 Filed on Jul 19, 2019
153
$84.07 - $92.82 $12.9K - $14.2K
CLR
Continental Resources, Inc

Energy
Q2 2019 Filed on Jul 19, 2019
150
$35.0 - $51.82 $5.25K - $7.77K
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
225
$39.27 - $45.23 $8.84K - $10.2K
DEO
Diageo PLC

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
43
$162.12 - $174.55 $6.97K - $7.51K
Windstream Hldgs Inc
Q2 2019 Filed on Jul 19, 2019
184
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2019 Filed on Jul 19, 2019
187
N/A
AER
Aer Cap Holdings N.V.

Industrials
Q2 2019 Filed on Jul 19, 2019
78
$44.82 - $52.01 $3.5K - $4.06K
Groupe Cgi Inc
Q2 2019 Filed on Jul 19, 2019
34
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
10
$33.66 - $42.83 $337 - $428
GGG
Graco Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
2,165
$47.08 - $53.34 $102K - $115K
Dowdupont Inc
Q2 2019 Filed on Jul 19, 2019
100
N/A
CSX
Csx Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
469
$24.65 - $26.84 $11.6K - $12.6K
ORAN
Orange

Communication Services
Q2 2019 Filed on Jul 19, 2019
164
$15.03 - $16.7 $2.46K - $2.74K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2019 Filed on Jul 19, 2019
330
$118.17 - $124.37 $39K - $41K
MPWR
Monolithic Power Systems Inc

Technology
Q2 2019 Filed on Jul 19, 2019
17
$116.45 - $157.53 $1.98K - $2.68K
COO
Cooper Companies, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
6
$279.29 - $336.89 $1.68K - $2.02K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2019 Filed on Jul 19, 2019
5
$125.55 - $144.48 $628 - $722
HFC
Hf Sinclair Corporation

Energy
Q2 2019 Filed on Jul 19, 2019
2,183
N/A
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
200
$53.66 - $64.19 $10.7K - $12.8K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
6
$107.38 - $129.34 $644 - $776
SNN
Smith & Nephew PLC

Healthcare
Q2 2019 Filed on Jul 19, 2019
104
$37.82 - $43.93 $3.93K - $4.57K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2019 Filed on May 09, 2019
125
$58.13 - $65.61 $7.27K - $8.2K
EEFT
Euronet Worldwide, Inc.

Technology
Q1 2019 Filed on May 09, 2019
890
$96.45 - $142.59 $85.8K - $127K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2019 Filed on May 09, 2019
161
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
278
$65.21 - $82.61 $18.1K - $23K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2019 Filed on May 09, 2019
5,670
N/A
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q1 2019 Filed on May 09, 2019
1,707
$39.65 - $48.4 $67.7K - $82.6K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2019 Filed on May 09, 2019
1,216
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2019 Filed on May 09, 2019
31
$13.61 - $14.55 $422 - $451
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2019 Filed on May 09, 2019
82
$164.26 - $202.05 $13.5K - $16.6K
IYF
Ishares Tr

ETFs
Q1 2019 Filed on May 09, 2019
27
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2019 Filed on May 09, 2019
22
$40.42 - $42.8 $889 - $942
HYG
Ishares Tr

ETFs
Q1 2019 Filed on May 09, 2019
3
$80.99 - $86.47 $243 - $259
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q1 2019 Filed on May 09, 2019
46
$31.1 - $40.67 $1.43K - $1.87K
MAS
Masco Corp

Industrials
Q1 2019 Filed on May 09, 2019
17
$29.07 - $40.0 $494 - $680
Shire PLC
Q1 2019 Filed on May 09, 2019
50
N/A
Raytheon CO
Q1 2019 Filed on May 09, 2019
172
N/A
ING
Ing Groep Nv

Financial Services
Q1 2019 Filed on May 09, 2019
267
$10.65 - $13.25 $2.84K - $3.54K
Suntrust Bks Inc
Q1 2019 Filed on May 09, 2019
72
N/A
PATK
Patrick Industries Inc

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
22
$29.92 - $47.68 $658 - $1.05K
R
Ryder System Inc

Industrials
Q1 2019 Filed on May 09, 2019
10
$48.81 - $64.55 $488 - $646
RJF
Raymond James Financial Inc

Financial Services
Q1 2019 Filed on May 09, 2019
6
$47.69 - $56.31 $286 - $338
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2019 Filed on May 09, 2019
24
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2019 Filed on May 09, 2019
66
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q1 2019 Filed on May 09, 2019
21
$44.35 - $48.63 $931 - $1.02K
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