J.P. Morgan Private Wealth Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.18M | Buy |
+89,222
| New | +$1.18M | ﹤0.01% | 918 |
|
|
2023
Q2 | – | Sell |
-119,515
| Closed | -$1.42M | – | 1681 |
|
|
2023
Q1 | $1.42M | Sell |
119,515
-3,558
| -3% | -$42.2K | ﹤0.01% | 1011 |
|
|
2022
Q4 | $1.5M | Sell |
123,073
-30,753
| -20% | -$374K | ﹤0.01% | 952 |
|
|
2022
Q3 | $1.31M | Buy |
153,826
+23,691
| +18% | +$201K | ﹤0.01% | 1013 |
|
|
2022
Q2 | $1.29M | Buy |
130,135
+17,025
| +15% | +$169K | ﹤0.01% | 1012 |
|
|
2022
Q1 | $1.18M | Buy |
113,110
+39,885
| +54% | +$416K | ﹤0.01% | 1135 |
|
|
2021
Q4 | $1.02M | Buy |
73,225
+7,022
| +11% | +$97.7K | ﹤0.01% | 1233 |
|
|
2021
Q3 | $959K | Buy |
66,203
+7,382
| +13% | +$107K | ﹤0.01% | 1231 |
|
|
2021
Q2 | $779K | Buy |
58,821
+18,370
| +45% | +$243K | ﹤0.01% | 1305 |
|
|
2021
Q1 | $495K | Buy |
+40,451
| New | +$495K | ﹤0.01% | 1316 |
|
|
2020
Q2 | – | Sell |
-10,601
| Closed | -$55K | – | 1574 |
|
|
2020
Q1 | $55K | Buy |
+10,601
| New | +$55K | ﹤0.01% | 1387 |
|
|
2018
Q4 | – | Sell |
-83,610
| Closed | -$1.08M | – | 1523 |
|
|
2018
Q3 | $1.08M | Sell |
83,610
-29,795
| -26% | -$386K | 0.01% | 801 |
|
|
2018
Q2 | $1.62M | Buy |
113,405
+8,533
| +8% | +$122K | 0.01% | 642 |
|
|
2018
Q1 | $1.78M | Sell |
104,872
-2,033
| -2% | -$34.4K | 0.01% | 509 |
|
|
2017
Q4 | $1.97M | Buy |
106,905
+12,391
| +13% | +$229K | 0.01% | 479 |
|
|
2017
Q3 | $1.74M | Buy |
94,514
+1,813
| +2% | +$33.4K | 0.01% | 498 |
|
|
2017
Q2 | $1.61M | Buy |
92,701
+3,890
| +4% | +$67.6K | 0.01% | 505 |
|
|
2017
Q1 | $1.34M | Buy |
88,811
+29,426
| +50% | +$444K | 0.01% | 554 |
|
|
2016
Q4 | $837K | Buy |
+59,385
| New | +$837K | 0.01% | 649 |
|