Bartlett & Co Wealth Management’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.5K | Buy |
4,000
+500
| +14% | +$10.9K | ﹤0.01% | 572 |
|
|
2025
Q1 | $68.6K | Sell |
3,500
-156
| -4% | -$3.06K | ﹤0.01% | 602 |
|
|
2024
Q4 | $57.3K | Hold |
3,656
| – | – | ﹤0.01% | 618 |
|
|
2024
Q3 | $66.4K | Hold |
3,656
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $62.7K | Hold |
3,656
| – | – | ﹤0.01% | 619 |
|
|
2024
Q1 | $60.3K | Hold |
3,656
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $54.9K | Hold |
3,656
| – | – | ﹤0.01% | 685 |
|
|
2023
Q3 | $48.2K | Hold |
3,656
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $49.2K | Hold |
3,656
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $43.4K | Hold |
3,656
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $44.5K | Hold |
3,656
| – | – | ﹤0.01% | 599 |
|
|
2022
Q3 | $31.1K | Hold |
3,656
| – | – | ﹤0.01% | 640 |
|
|
2022
Q2 | $36.3K | Hold |
3,656
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $38.1K | Buy |
+3,656
| New | +$38.1K | ﹤0.01% | 629 |
|
|
2021
Q4 | – | Sell |
-3,500
| Closed | -$50.7K | – | 632 |
|
|
2021
Q3 | $50.7K | Sell |
3,500
-267
| -7% | -$3.87K | ﹤0.01% | 507 |
|
|
2021
Q2 | $49.9K | Hold |
3,767
| – | – | ﹤0.01% | 513 |
|
|
2021
Q1 | $46.1K | Hold |
3,767
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $35.6K | Buy |
+3,767
| New | +$35.6K | ﹤0.01% | 585 |
|
|
2019
Q2 | – | Sell |
-79
| Closed | -$959 | – | 790 |
|
|
2019
Q1 | $959 | Buy |
+79
| New | +$959 | ﹤0.01% | 685 |
|