Glassman Wealth Services’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,667
| Closed | -$25K | – | 971 |
|
|
2023
Q4 | $25K | Sell |
1,667
-456
| -21% | -$6.85K | ﹤0.01% | 635 |
|
|
2023
Q3 | $28K | Buy |
2,123
+572
| +37% | +$7.54K | ﹤0.01% | 577 |
|
|
2023
Q2 | $20.9K | Buy |
1,551
+78
| +5% | +$1.05K | ﹤0.01% | 607 |
|
|
2023
Q1 | $17.5K | Sell |
1,473
-48
| -3% | -$570 | ﹤0.01% | 668 |
|
|
2022
Q4 | $18.5K | Sell |
1,521
-103
| -6% | -$1.25K | ﹤0.01% | 682 |
|
|
2022
Q3 | $14K | Buy |
1,624
+448
| +38% | +$3.86K | ﹤0.01% | 709 |
|
|
2022
Q2 | $12K | Buy |
1,176
+164
| +16% | +$1.67K | ﹤0.01% | 754 |
|
|
2022
Q1 | $11K | Buy |
1,012
+205
| +25% | +$2.23K | ﹤0.01% | 799 |
|
|
2021
Q4 | $11K | Buy |
807
+355
| +79% | +$4.84K | ﹤0.01% | 762 |
|
|
2021
Q3 | $7K | Buy |
452
+145
| +47% | +$2.25K | ﹤0.01% | 862 |
|
|
2021
Q2 | $4K | Buy |
307
+96
| +45% | +$1.25K | ﹤0.01% | 983 |
|
|
2021
Q1 | $3K | Sell |
211
-283
| -57% | -$4.02K | ﹤0.01% | 1001 |
|
|
2020
Q4 | $5K | Buy |
494
+255
| +107% | +$2.58K | ﹤0.01% | 865 |
|
|
2020
Q3 | $2K | Buy |
239
+154
| +181% | +$1.29K | ﹤0.01% | 1003 |
|
|
2020
Q2 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 1044 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$1K | – | 1328 |
|
|
2019
Q4 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 947 |
|
|
2018
Q2 | – | Sell |
-88
| Closed | -$1K | – | 866 |
|
|
2018
Q1 | $1K | Hold |
88
| – | – | ﹤0.01% | 619 |
|
|
2017
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 496 |
|
|
2017
Q2 | – | Sell |
-1,375
| Closed | -$21K | – | 601 |
|
|
2017
Q1 | $21K | Hold |
1,375
| – | – | 0.01% | 250 |
|
|
2016
Q4 | $19K | Buy |
+1,375
| New | +$19K | 0.01% | 277 |
|
|
2016
Q3 | – | Sell |
-1,375
| Closed | -$14K | – | 532 |
|
|
2016
Q2 | $14K | Buy |
+1,375
| New | +$14K | 0.01% | 272 |
|