Evermay Wealth Management’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 |
-147
| Closed | -$2.67K | – | 595 |
|
|
2024
Q3 | $2.67K | Hold |
147
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $2.52K | Hold |
147
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $2.43K | Hold |
147
| – | – | ﹤0.01% | 531 |
|
|
2023
Q4 | $2.21K | Hold |
147
| – | – | ﹤0.01% | 514 |
|
|
2023
Q3 | $1.94K | Hold |
147
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $1.98K | Buy |
+147
| New | +$1.98K | ﹤0.01% | 488 |
|
|
2022
Q1 | – | Sell |
-230
| Closed | -$3K | – | 551 |
|
|
2021
Q4 | $3K | Hold |
230
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $3K | Hold |
230
| – | – | ﹤0.01% | 430 |
|
|
2021
Q2 | $3K | Buy |
+230
| New | +$3K | ﹤0.01% | 469 |
|