Icon Wealth Partners’s ING ING Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-7,156
| Closed | -$87K | – | 460 |
|
2019
Q1 | $87K | Buy |
+7,156
| New | +$87K | 0.03% | 251 |
|
2018
Q4 | – | Sell |
-15,353
| Closed | -$199K | – | 236 |
|
2018
Q3 | $199K | Buy |
15,353
+1,255
| +9% | +$16.3K | 0.08% | 175 |
|
2018
Q2 | $202K | Buy |
14,098
+2,192
| +18% | +$31.4K | 0.08% | 158 |
|
2018
Q1 | $202K | Buy |
11,906
+952
| +9% | +$16.2K | 0.11% | 160 |
|
2017
Q4 | $202K | Buy |
+10,954
| New | +$202K | 0.1% | 174 |
|