IMA WEALTH, INC. – Transaction History
IMA WEALTH, INC. portfolio value:
1.13M
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
-11.72%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.37% | 90 shares | -146K | 24.69K | |
| Q2 2022 | share | Increase | +6.18% | 1.43K shares | -94K | 24.60K | |
| Q1 2022 | share | Increase | +7.06% | 1.52K shares | 4K | 23.17K | |
| Q4 2021 | share | Increase | 0.00% | 21.64K shares | 1.37M | 21.64K |