Baldwin Wealth Partners’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-241
| Closed | -$4.38K | – | 620 |
|
|
2024
Q3 | $4.38K | Buy |
+241
| New | +$4.38K | ﹤0.01% | 882 |
|
|
2023
Q4 | – | Sell |
-13,768
| Closed | -$181K | – | 756 |
|
|
2023
Q3 | $181K | Hold |
13,768
| – | – | 0.02% | 229 |
|
|
2023
Q2 | $185K | Sell |
13,768
-93
| -0.7% | -$1.25K | 0.02% | 244 |
|
|
2023
Q1 | $165K | Buy |
13,861
+765
| +6% | +$9.08K | 0.01% | 257 |
|
|
2022
Q4 | $159K | Sell |
13,096
-6,545
| -33% | -$79.7K | 0.01% | 258 |
|
|
2022
Q3 | $167K | Hold |
19,641
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $195K | Sell |
19,641
-763
| -4% | -$7.58K | 0.03% | 184 |
|
|
2022
Q1 | $213K | Sell |
20,404
-390
| -2% | -$4.07K | 0.02% | 201 |
|
|
2021
Q4 | $289K | Sell |
20,794
-3,232
| -13% | -$44.9K | 0.03% | 173 |
|
|
2021
Q3 | $348K | Buy |
24,026
+4,157
| +21% | +$60.2K | 0.04% | 151 |
|
|
2021
Q2 | $263K | Buy |
19,869
+1,633
| +9% | +$21.6K | 0.03% | 173 |
|
|
2021
Q1 | $223K | Sell |
18,236
-684
| -4% | -$8.36K | 0.03% | 173 |
|
|
2020
Q4 | $179K | Buy |
18,920
+3,430
| +22% | +$32.5K | 0.02% | 186 |
|
|
2020
Q3 | $110K | Buy |
15,490
+2,895
| +23% | +$20.6K | 0.02% | 222 |
|
|
2020
Q2 | $87K | Hold |
12,595
| – | – | 0.01% | 236 |
|
|
2020
Q1 | $65K | Buy |
12,595
+835
| +7% | +$4.31K | 0.01% | 246 |
|
|
2019
Q4 | $142K | Hold |
11,760
| – | – | 0.02% | 203 |
|
|
2019
Q3 | $123K | Buy |
+11,760
| New | +$123K | 0.02% | 207 |
|
|
2017
Q2 | – | Sell |
-375
| Closed | -$6K | – | 487 |
|
|
2017
Q1 | $6K | Buy |
+375
| New | +$6K | ﹤0.01% | 440 |
|