BerganKDV Wealth Management’s ING ING Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-664
Closed -$6K 1074
2022
Q3
$6K Hold
664
﹤0.01% 648
2022
Q2
$7K Hold
664
﹤0.01% 640
2022
Q1
$7K Hold
664
﹤0.01% 668
2021
Q4
$9K Sell
664
-174
-21% -$2.36K ﹤0.01% 678
2021
Q3
$12K Buy
838
+174
+26% +$2.49K ﹤0.01% 609
2021
Q2
$9K Hold
664
﹤0.01% 625
2021
Q1
$8K Hold
664
﹤0.01% 609
2020
Q4
$6K Hold
664
﹤0.01% 638
2020
Q3
$5K Hold
664
﹤0.01% 582
2020
Q2
$5K Hold
664
﹤0.01% 628
2020
Q1
$3K Hold
664
﹤0.01% 669
2019
Q4
$8K Hold
664
﹤0.01% 550
2019
Q3
$7K Hold
664
﹤0.01% 529
2019
Q2
$8K Hold
664
﹤0.01% 540
2019
Q1
$8K Hold
664
﹤0.01% 554
2018
Q4
$7K Hold
664
﹤0.01% 521
2018
Q3
$9K Hold
664
﹤0.01% 506
2018
Q2
$10K Buy
+664
New +$10K ﹤0.01% 503