IFP Advisors’s Ballast Small/Mid Cap ETF MGMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07K | Hold |
179
| – | – | ﹤0.01% | 3130 |
|
|
2025
Q1 | $6.91K | Hold |
179
| – | – | ﹤0.01% | 2706 |
|
|
2024
Q4 | $7.44K | Hold |
179
| – | – | ﹤0.01% | 2656 |
|
|
2024
Q3 | $6.89K | Hold |
179
| – | – | ﹤0.01% | 2563 |
|
|
2024
Q2 | $6.42K | Hold |
179
| – | – | ﹤0.01% | 2489 |
|
|
2024
Q1 | $6.79K | Hold |
179
| – | – | ﹤0.01% | 2372 |
|
|
2023
Q4 | $6.62K | Buy |
+179
| New | +$6.62K | ﹤0.01% | 2330 |
|