Centric Wealth Management’s ING ING Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-18,601
| Closed | -$186K | – | 199 |
|
2020
Q3 | $186K | Buy |
18,601
+2,510
| +16% | +$25.1K | 0.14% | 111 |
|
2020
Q2 | $111K | Sell |
16,091
-2,510
| -13% | -$17.3K | 0.06% | 136 |
|
2020
Q1 | $186K | Hold |
18,601
| – | – | 0.14% | 111 |
|
2019
Q4 | $224K | Hold |
18,601
| – | – | 0.18% | 87 |
|
2019
Q3 | $186K | Buy |
18,601
+420
| +2% | +$4.2K | 0.14% | 111 |
|
2019
Q2 | $210K | Buy |
+18,181
| New | +$210K | 0.18% | 98 |
|