Berman Capital Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $38K | Buy |
2,646
+139
| +6% | +$2K | 0.01% | 782 |
|
2021
Q2 | $33K | Sell |
2,507
-1
| -0% | -$13 | 0.01% | 740 |
|
2021
Q1 | $30K | Buy |
2,508
+100
| +4% | +$1.2K | 0.01% | 657 |
|
2020
Q4 | $22K | Hold |
2,408
| – | – | 0.01% | 640 |
|
2020
Q3 | $17K | Hold |
2,408
| – | – | ﹤0.01% | 639 |
|
2020
Q2 | $16K | Buy |
2,408
+816
| +51% | +$5.42K | ﹤0.01% | 608 |
|
2020
Q1 | $7K | Buy |
1,592
+1,509
| +1,818% | +$6.64K | ﹤0.01% | 773 |
|
2019
Q4 | $1K | Hold |
83
| – | – | ﹤0.01% | 1336 |
|
2019
Q3 | $0 | Sell |
83
-770
| -90% | – | ﹤0.01% | 1505 |
|
2019
Q2 | $9K | Buy |
853
+9
| +1% | +$95 | ﹤0.01% | 769 |
|
2019
Q1 | $10K | Buy |
844
+66
| +8% | +$782 | ﹤0.01% | 655 |
|
2018
Q4 | $7K | Buy |
+778
| New | +$7K | ﹤0.01% | 598 |
|