Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Multi Color Corp
Q1 2019 Filed on May 09, 2019
6
N/A
Raytheon CO
Q1 2019 Filed on May 09, 2019
172
N/A
Shire PLC
Q1 2019 Filed on May 09, 2019
50
N/A
TDC
Teradata Corp

Technology
Q1 2019 Filed on May 09, 2019
3
$36.99 - $49.28 $111 - $148
Legacy Tex Finl Group Inc
Q1 2019 Filed on May 09, 2019
6,286
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
278
$65.21 - $82.61 $18.1K - $23K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2019 Filed on May 09, 2019
161
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2019 Filed on May 09, 2019
66
N/A
R
Ryder System Inc

Industrials
Q1 2019 Filed on May 09, 2019
10
$48.81 - $64.55 $488 - $646
BDX
Becton Dickinson & CO

Healthcare
Q1 2019 Filed on May 09, 2019
61
$206.05 - $248.17 $12.6K - $15.1K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2019 Filed on May 09, 2019
24
N/A
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2019 Filed on May 09, 2019
82
$164.26 - $202.05 $13.5K - $16.6K
TGI
Triumph Group Inc

Industrials
Q1 2019 Filed on May 09, 2019
103,898
$11.43 - $23.35 $1.19M - $2.43M
Ishares Gold Trust
Q1 2019 Filed on May 09, 2019
11,000
N/A
KLAC
Kla Corp

Technology
Q1 2019 Filed on May 09, 2019
39
$85.81 - $123.8 $3.35K - $4.83K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q1 2019 Filed on May 09, 2019
197
$70.54 - $80.64 $13.9K - $15.9K
RJF
Raymond James Financial Inc

Financial Services
Q1 2019 Filed on May 09, 2019
6
$47.69 - $56.31 $286 - $338
Gulfport Energy Corp
Q1 2019 Filed on May 09, 2019
735
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2019 Filed on May 09, 2019
22
$40.42 - $42.8 $889 - $942
RFEU
First Trust ETF Iii Riverfront
Q4 2018 Filed on Jan 15, 2019
39
N/A
PACW
Pacwest Bancorp

Financial Services
Q4 2018 Filed on Jan 15, 2019
6
$31.49 - $48.83 $189 - $293
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2018 Filed on Jan 15, 2019
15
$59.79 - $60.07 $897 - $901
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2018 Filed on Jan 15, 2019
240
$7.46 - $8.69 $1.79K - $2.09K
FPX
First Trust Us Equity Opportun

ETFs
Q4 2018 Filed on Jan 15, 2019
22
$57.83 - $74.02 $1.27K - $1.63K
FIW
First Trust Water ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
34
$41.46 - $50.74 $1.41K - $1.73K
Aetna Inc New
Q4 2018 Filed on Jan 15, 2019
40
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2018 Filed on Jan 15, 2019
9
N/A
CVA
Covanta Holding Corporation

Industrials
Q4 2018 Filed on Jan 15, 2019
21
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Jan 15, 2019
24
N/A
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q4 2018 Filed on Jan 15, 2019
32
$54.08 - $70.98 $1.73K - $2.27K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Jan 15, 2019
13,802
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Jan 15, 2019
91,538
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,000
N/A
Kinder Morgan Inc Del
Q4 2018 Filed on Jan 15, 2019
1,850
N/A
Ishares Tr
Q4 2018 Filed on Jan 15, 2019
184
N/A
Datawatch Corp
Q4 2018 Filed on Jan 15, 2019
717
N/A
PVH
Pvh Corp.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
7
$132.55 - $157.5 $928 - $1.1K
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
7
$103.19 - $139.12 $722 - $974
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
5
$30.32 - $33.25 $152 - $166
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
1,021
N/A
ATI
Allegheny Technologies Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
630
$24.43 - $29.75 $15.4K - $18.7K
KIE
Spdr S&P Insurance ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
21
N/A
PBI
Pitney Bowes Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
216,257
$7.06 - $9.27 $1.53M - $2M
STT
State Street Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
16
$82.85 - $95.33 $1.33K - $1.53K
LCII
Lci Industries

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
6
$82.8 - $100.5 $497 - $603
MCK
Mckesson Corp

Healthcare
Q3 2018 Filed on Oct 18, 2018
6
$123.14 - $138.52 $739 - $831
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
33
$26.75 - $31.52 $883 - $1.04K
TEL
Te Connectivity Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
400
$87.93 - $94.92 $35.2K - $38K
WDC
Western Digital Corp

Technology
Q3 2018 Filed on Oct 18, 2018
36,397
$54.98 - $80.08 $2M - $2.91M
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