Carson Wealth (CWM LLC)’s ING ING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
9,946
-406
| -4% | -$8.9K | ﹤0.01% | 2102 |
|
|
2025
Q1 | $203K | Sell |
10,352
-511
| -5% | -$10K | ﹤0.01% | 1909 |
|
|
2024
Q4 | $170K | Sell |
10,863
-428
| -4% | -$6.7K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $205K | Buy |
11,291
+1,028
| +10% | +$18.7K | ﹤0.01% | 1742 |
|
|
2024
Q2 | $176K | Sell |
10,263
-193
| -2% | -$3.31K | ﹤0.01% | 1647 |
|
|
2024
Q1 | $172K | Sell |
10,456
-836
| -7% | -$13.8K | ﹤0.01% | 1582 |
|
|
2023
Q4 | $170K | Buy |
11,292
+1,763
| +19% | +$26.5K | ﹤0.01% | 1485 |
|
|
2023
Q3 | $126K | Buy |
9,529
+2,328
| +32% | +$30.8K | ﹤0.01% | 1512 |
|
|
2023
Q2 | $97K | Buy |
7,201
+761
| +12% | +$10.3K | ﹤0.01% | 1585 |
|
|
2023
Q1 | $76K | Sell |
6,440
-148
| -2% | -$1.75K | ﹤0.01% | 1629 |
|
|
2022
Q4 | $80K | Buy |
6,588
+1,548
| +31% | +$18.8K | ﹤0.01% | 1480 |
|
|
2022
Q3 | $43K | Sell |
5,040
-1,186
| -19% | -$10.1K | ﹤0.01% | 1731 |
|
|
2022
Q2 | $62K | Buy |
6,226
+2,641
| +74% | +$26.3K | ﹤0.01% | 1524 |
|
|
2022
Q1 | $37K | Buy |
3,585
+1,463
| +69% | +$15.1K | ﹤0.01% | 1749 |
|
|
2021
Q4 | $30K | Buy |
+2,122
| New | +$30K | ﹤0.01% | 1776 |
|
|
2021
Q2 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2021
Q1 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2020
Q4 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2020
Q3 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2020
Q2 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2020
Q1 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2019
Q4 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2019
Q3 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2019
Q2 | $8K | Hold |
626
| – | – | ﹤0.01% | 2182 |
|
|
2019
Q1 | $8K | Sell |
626
-201
| -24% | -$2.57K | ﹤0.01% | 2182 |
|
|
2018
Q4 | $9K | Buy |
827
+619
| +298% | +$6.74K | ﹤0.01% | 1361 |
|
|
2018
Q3 | $3K | Sell |
208
-192
| -48% | -$2.77K | ﹤0.01% | 1456 |
|
|
2018
Q2 | $6K | Buy |
400
+192
| +92% | +$2.88K | ﹤0.01% | 1146 |
|
|
2018
Q1 | $4K | Sell |
208
-140
| -40% | -$2.69K | ﹤0.01% | 1049 |
|
|
2017
Q4 | $6K | Hold |
348
| – | – | ﹤0.01% | 1032 |
|
|
2017
Q3 | $6K | Buy |
348
+263
| +309% | +$4.53K | ﹤0.01% | 1030 |
|
|
2017
Q2 | $1K | Hold |
85
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q1 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 1063 |
|