JFS Wealth Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Hold |
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|
2025
Q1 | $20.8K | Hold |
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|
2024
Q4 | $16.6K | Hold |
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|
2024
Q3 | $19.3K | Hold |
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|
2024
Q2 | $18.2K | Sell |
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|
2024
Q1 | $17.7K | Hold |
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|
2023
Q4 | $16.1K | Hold |
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|
2023
Q3 | $14.2K | Hold |
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|
2023
Q2 | $14.5K | Sell |
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|
2023
Q1 | $13.3K | Sell |
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|
2022
Q4 | $13.9K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $43K | Hold |
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|
2014
Q4 | $43K | Hold |
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|
2014
Q3 | $43K | Hold |
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|
2014
Q2 | $43K | Buy |
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