GWMR
GC Wealth Management RIA’s ING ING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
21,302
+1,828
| +9% | +$40K | 0.04% | 339 |
|
|
2025
Q1 | $381K | Buy |
19,474
+31
| +0.2% | +$607 | 0.07% | 215 |
|
|
2024
Q4 | $305K | Sell |
19,443
-744
| -4% | -$11.7K | 0.05% | 242 |
|
|
2024
Q3 | $367K | Buy |
20,187
+158
| +0.8% | +$2.87K | 0.06% | 228 |
|
|
2024
Q2 | $343K | Sell |
20,029
-5,634
| -22% | -$96.6K | 0.07% | 210 |
|
|
2024
Q1 | $423K | Buy |
25,663
+6,410
| +33% | +$106K | 0.08% | 183 |
|
|
2023
Q4 | $289K | Buy |
+19,253
| New | +$289K | 0.13% | 164 |
|