Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,000
N/A
Datawatch Corp
Q4 2018 Filed on Jan 15, 2019
717
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Jan 15, 2019
91,538
N/A
Aetna Inc New
Q4 2018 Filed on Jan 15, 2019
40
N/A
STT
State Street Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
16
$82.85 - $95.33 $1.33K - $1.53K
WDC
Western Digital Corp

Technology
Q3 2018 Filed on Oct 18, 2018
36,397
$54.98 - $80.08 $2M - $2.91M
National Oilwell Varco Inc
Q3 2018 Filed on Oct 18, 2018
17
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2018 Filed on Oct 18, 2018
37
N/A
Varian Med Sys Inc
Q3 2018 Filed on Oct 18, 2018
9
N/A
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
5
$30.32 - $33.25 $152 - $166
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q3 2018 Filed on Oct 18, 2018
234
$6.01 - $7.47 $1.41K - $1.75K
VFH
Vanguard Financial ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
36
N/A
WPP
Wpp PLC

Communication Services
Q3 2018 Filed on Oct 18, 2018
54
$73.05 - $84.37 $3.94K - $4.56K
BLK
Black Rock Inc.

Financial Services
Q3 2018 Filed on Oct 18, 2018
7
$468.98 - $512.49 $3.28K - $3.59K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
59
$46.62 - $57.88 $2.75K - $3.41K
XLI
Industrial Sector Spdr

ETFs
Q3 2018 Filed on Oct 18, 2018
45
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q3 2018 Filed on Oct 18, 2018
365
$4.33 - $5.31 $1.58K - $1.94K
Anadarko Pete Corp
Q3 2018 Filed on Oct 18, 2018
23
N/A
AAL
American Airlines Group Inc.

Industrials
Q3 2018 Filed on Oct 18, 2018
17
$35.96 - $43.6 $611 - $741
AFL
Aflac Inc

Financial Services
Q3 2018 Filed on Oct 18, 2018
28
$42.48 - $48.04 $1.19K - $1.35K
ALLY
Ally Financial Inc.

Financial Services
Q3 2018 Filed on Oct 18, 2018
49
$26.36 - $27.98 $1.29K - $1.37K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
33
$26.75 - $31.52 $883 - $1.04K
Express Scripts Hldg CO
Q3 2018 Filed on Oct 18, 2018
9
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
22
N/A
MCK
Mckesson Corp

Healthcare
Q3 2018 Filed on Oct 18, 2018
6
$123.14 - $138.52 $739 - $831
KIE
Spdr S&P Insurance ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
21
N/A
LCII
Lci Industries

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
6
$82.8 - $100.5 $497 - $603
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q3 2018 Filed on Oct 18, 2018
16
$32.44 - $35.33 $519 - $565
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
7
$103.19 - $139.12 $722 - $974
ATI
Allegheny Technologies Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
630
$24.43 - $29.75 $15.4K - $18.7K
Vaneck Vectors ETF Tr
Q3 2018 Filed on Oct 18, 2018
53
N/A
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2018 Filed on Oct 18, 2018
5
$132.17 - $145.32 $661 - $727
AN
Autonation, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
18
$41.55 - $50.48 $748 - $909
TEL
Te Connectivity Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
400
$87.93 - $94.92 $35.2K - $38K
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
25
$50.14 - $55.64 $1.25K - $1.39K
PVH
Pvh Corp.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
7
$132.55 - $157.5 $928 - $1.1K
PBI
Pitney Bowes Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
216,257
$7.06 - $9.27 $1.53M - $2M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2018 Filed on Oct 18, 2018
56
$26.47 - $27.41 $1.48K - $1.53K
AAOI
Applied Optoelectronics, Inc.

Technology
Q3 2018 Filed on Oct 18, 2018
1
$24.66 - $48.8 $24.7 - $48.8
DVA
Davita Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
13
$66.51 - $74.55 $865 - $969
Fiat Chrysler Automobiles N
Q3 2018 Filed on Oct 18, 2018
71
N/A
ASX
Ase Technology Holding Co., Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
955
$4.46 - $5.12 $4.26K - $4.89K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2018 Filed on Oct 18, 2018
722
N/A
Cloudera Inc
Q3 2018 Filed on Oct 18, 2018
744
N/A
AL
Air Lease Corp

Industrials
Q3 2018 Filed on Oct 18, 2018
216
$41.85 - $46.96 $9.04K - $10.1K
ESTE
Earthstone Energy Inc

Energy
Q3 2018 Filed on Oct 18, 2018
992
$7.75 - $10.78 $7.69K - $10.7K
GRES
Indexiq ETF Tr Iq Global Resou

ETFs
Q3 2018 Filed on Oct 18, 2018
323
$26.32 - $27.71 $8.5K - $8.95K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
1,021
N/A
ICHR
Ichor Holdings, Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
404
$18.99 - $25.93 $7.67K - $10.5K
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