JFS Wealth Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Hold |
1,061
| – | – | ﹤0.01% | 628 |
|
|
2025
Q1 | $20.8K | Hold |
1,061
| – | – | ﹤0.01% | 647 |
|
|
2024
Q4 | $16.6K | Hold |
1,061
| – | – | ﹤0.01% | 691 |
|
|
2024
Q3 | $19.3K | Hold |
1,061
| – | – | ﹤0.01% | 653 |
|
|
2024
Q2 | $18.2K | Sell |
1,061
-13
| -1% | -$223 | ﹤0.01% | 617 |
|
|
2024
Q1 | $17.7K | Hold |
1,074
| – | – | ﹤0.01% | 650 |
|
|
2023
Q4 | $16.1K | Hold |
1,074
| – | – | ﹤0.01% | 639 |
|
|
2023
Q3 | $14.2K | Hold |
1,074
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $14.5K | Sell |
1,074
-45
| -4% | -$606 | ﹤0.01% | 613 |
|
|
2023
Q1 | $13.3K | Sell |
1,119
-23
| -2% | -$273 | ﹤0.01% | 626 |
|
|
2022
Q4 | $13.9K | Buy |
1,142
+777
| +213% | +$9.46K | ﹤0.01% | 607 |
|
|
2022
Q3 | $3K | Sell |
365
-811
| -69% | -$6.67K | ﹤0.01% | 1187 |
|
|
2022
Q2 | $12K | Buy |
1,176
+45
| +4% | +$459 | ﹤0.01% | 714 |
|
|
2022
Q1 | $12K | Buy |
1,131
+944
| +505% | +$10K | ﹤0.01% | 740 |
|
|
2021
Q4 | $3K | Buy |
+187
| New | +$3K | ﹤0.01% | 949 |
|
|
2015
Q2 | – | Sell |
-1,700
| Closed | -$43K | – | 513 |
|
|
2015
Q1 | $43K | Hold |
1,700
| – | – | 0.02% | 195 |
|
|
2014
Q4 | $43K | Hold |
1,700
| – | – | 0.01% | 200 |
|
|
2014
Q3 | $43K | Hold |
1,700
| – | – | 0.01% | 196 |
|
|
2014
Q2 | $43K | Buy |
+1,700
| New | +$43K | 0.01% | 203 |
|