Hedeker Wealth’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Hedeker Wealth’s Portfolio MGMT Stock Details MGMT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.56M	Buy
2025 Q2	$4.93M	Buy
2025 Q1	$4.78M	Sell
2024 Q4	$5.33M	Sell
2024 Q3	$5.12M	Sell
2024 Q2	$6.37M	Buy
2024 Q1	$6.31M	Buy
2023 Q4	$5.54M	Sell
2023 Q3	$6.61M	Buy