IMA WEALTH, INC. – Morningstar, Inc. Transaction History
IMA WEALTH, INC. portfolio value:
$42,000
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | $212.32 | 200 | |
| Q2 2022 | share | Increase | 0.00% | 200 shares | 48K | $241.83 | 200 |