EverSource Wealth Advisors’s ING ING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
11,193
+5,243
| +88% | +$115K | 0.01% | 775 |
|
|
2025
Q1 | $117K | Sell |
5,950
-8,029
| -57% | -$157K | 0.01% | 853 |
|
|
2024
Q4 | $219K | Buy |
13,979
+10,302
| +280% | +$161K | 0.01% | 622 |
|
|
2024
Q3 | $66.8K | Sell |
3,677
-1,881
| -34% | -$34.2K | ﹤0.01% | 937 |
|
|
2024
Q2 | $101K | Buy |
5,558
+169
| +3% | +$3.06K | 0.01% | 797 |
|
|
2024
Q1 | $85.1K | Sell |
5,389
-538
| -9% | -$8.5K | 0.01% | 769 |
|
|
2023
Q4 | $89K | Buy |
5,927
+883
| +18% | +$13.3K | 0.01% | 680 |
|
|
2023
Q3 | $66.5K | Buy |
5,044
+47
| +0.9% | +$619 | 0.01% | 711 |
|
|
2023
Q2 | $67.3K | Hold |
4,997
| – | – | 0.01% | 720 |
|
|
2023
Q1 | $59.3K | Sell |
4,997
-295
| -6% | -$3.5K | 0.01% | 728 |
|
|
2022
Q4 | $64.4K | Buy |
5,292
+2,197
| +71% | +$26.7K | 0.01% | 645 |
|
|
2022
Q3 | $26K | Sell |
3,095
-4,430
| -59% | -$37.2K | 0.01% | 812 |
|
|
2022
Q2 | $74K | Buy |
7,525
+7,230
| +2,451% | +$71.1K | 0.02% | 470 |
|
|
2022
Q1 | $3K | Sell |
295
-1,298
| -81% | -$13.2K | ﹤0.01% | 1420 |
|
|
2021
Q4 | $22K | Buy |
+1,593
| New | +$22K | 0.01% | 639 |
|