Resource Planning Group’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Resource Planning Group’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
2023 Q4	$1.71M	Sell
2023 Q3	$2.21M	Sell
2023 Q2	$2.3M	Buy
2023 Q1	$1.96M	Buy
2022 Q4	$1.75M	Buy
2022 Q3	$1.4M	Buy
2022 Q2	$1.06M	Sell
2022 Q1	$1.46M	Buy
2021 Q4	$938K	Buy
2021 Q3	$414K	Buy