EP Wealth Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
+13,773
| New | +$301K | ﹤0.01% | 1017 |
|
|
2025
Q1 | – | Sell |
-10,454
| Closed | -$164K | – | 1331 |
|
|
2024
Q4 | $164K | Buy |
+10,454
| New | +$164K | ﹤0.01% | 1124 |
|
|
2022
Q3 | – | Sell |
-25,548
| Closed | -$253K | – | 470 |
|
|
2022
Q2 | $253K | Buy |
25,548
+11,419
| +81% | +$113K | 0.01% | 522 |
|
|
2022
Q1 | $147K | Sell |
14,129
-2,103
| -13% | -$21.9K | ﹤0.01% | 599 |
|
|
2021
Q4 | $226K | Buy |
16,232
+10
| +0.1% | +$139 | 0.01% | 512 |
|
|
2021
Q3 | $235K | Buy |
16,222
+125
| +0.8% | +$1.81K | 0.01% | 480 |
|
|
2021
Q2 | $213K | Buy |
16,097
+350
| +2% | +$4.63K | 0.01% | 503 |
|
|
2021
Q1 | $193K | Buy |
15,747
+508
| +3% | +$6.23K | 0.01% | 478 |
|
|
2020
Q4 | $144K | Buy |
+15,239
| New | +$144K | 0.01% | 428 |
|
|
2020
Q3 | – | Sell |
-12,791
| Closed | -$88K | – | 368 |
|
|
2020
Q2 | $88K | Buy |
+12,791
| New | +$88K | ﹤0.01% | 364 |
|