Concord Wealth Partners’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-160
| Closed | -$2.91K | – | 958 |
|
|
2024
Q3 | $2.91K | Buy |
+160
| New | +$2.91K | ﹤0.01% | 706 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$6.6K | – | 881 |
|
|
2024
Q1 | $6.6K | Buy |
+400
| New | +$6.6K | ﹤0.01% | 618 |
|
|
2023
Q4 | – | Sell |
-400
| Closed | -$5.27K | – | 922 |
|
|
2023
Q3 | $5.27K | Hold |
400
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $5.39K | Hold |
400
| – | – | ﹤0.01% | 692 |
|
|
2023
Q1 | $4.75K | Sell |
400
-86
| -18% | -$1.02K | ﹤0.01% | 678 |
|
|
2022
Q4 | $5.92K | Buy |
+486
| New | +$5.92K | ﹤0.01% | 722 |
|
|
2022
Q3 | – | Sell |
-819
| Closed | -$8K | – | 621 |
|
|
2022
Q2 | $8K | Sell |
819
-327
| -29% | -$3.19K | ﹤0.01% | 732 |
|
|
2022
Q1 | $12K | Sell |
1,146
-3,603
| -76% | -$37.7K | ﹤0.01% | 737 |
|
|
2021
Q4 | $66K | Buy |
4,749
+1,644
| +53% | +$22.8K | 0.02% | 400 |
|
|
2021
Q3 | $45K | Sell |
3,105
-1,126
| -27% | -$16.3K | 0.02% | 237 |
|
|
2021
Q2 | $56K | Sell |
4,231
-1,763
| -29% | -$23.3K | 0.02% | 334 |
|
|
2021
Q1 | $73K | Buy |
5,994
+5,766
| +2,529% | +$70.2K | 0.02% | 267 |
|
|
2020
Q4 | $2K | Buy |
+228
| New | +$2K | ﹤0.01% | 533 |
|