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Diversify Wealth Management’s ING ING Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-44,890
Closed -$698K 530
2024
Q4
$698K Buy
44,890
+6,239
+16% +$97K 0.05% 279
2024
Q3
$647K Buy
38,651
+1,956
+5% +$32.7K 0.06% 256
2024
Q2
$612K Buy
+36,695
New +$612K 0.08% 232