Glassman Wealth Services’s Voya Financial VOYA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-226	Closed	-$16.5K	–	1776
2023 Q4	$16.5K	Hold	226	–	–	﹤0.01%	740
2023 Q3	$15K	Hold	226	–	–	﹤0.01%	735
2023 Q2	$16.2K	Sell	226 -349	-61%	-$25.1K	﹤0.01%	678
2023 Q1	$41.1K	Sell	575 -3	-0.5%	-$210	0.01%	454
2022 Q4	$35.5K	Sell	578 -18	-3%	-$1.15K	0.01%	501
2022 Q3	$36K	Buy	596 +12	+2%	+$734	0.01%	465
2022 Q2	$35K	Sell	584 -13	-2%	-$836	0.01%	473
2022 Q1	$40K	Buy	597 +20	+3%	+$1.36K	0.01%	460
2021 Q4	$38K	Buy	577 +21	+4%	+$1.38K	0.01%	436
2021 Q3	$34K	Buy	556 +396	+248%	+$25.2K	0.01%	444
2021 Q2	$10K	Hold	160	–	–	﹤0.01%	760
2021 Q1	$10K	Buy	160 +6	+4%	+$361	﹤0.01%	719
2020 Q4	$9K	Sell	154 -29	-16%	-$1.57K	﹤0.01%	752
2020 Q3	$9K	Hold	183	–	–	﹤0.01%	658
2020 Q2	$9K	Sell	183 -63	-26%	-$2.8K	﹤0.01%	524
2020 Q1	$10K	Sell	246 -17	-6%	-$927	﹤0.01%	435
2019 Q4	$16K	Buy	263 +4	+2%	+$226	0.01%	419
2019 Q3	$14K	Buy	259 +3	+1%	+$160	0.01%	405
2019 Q2	$14K	Hold	256	–	–	0.01%	411
2019 Q1	$13K	Buy	256 +245	+2,227%	+$11.6K	0.01%	418
2018 Q4	$0	Buy	+11	New	+$489	﹤0.01%	992