KCS Wealth Advisory’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,243
| Closed | -$169K | – | 159 |
|
|
2022
Q1 | $169K | Sell |
16,243
-689
| -4% | -$7.17K | 0.08% | 154 |
|
|
2021
Q4 | $236K | Hold |
16,932
| – | – | 0.09% | 147 |
|
|
2021
Q3 | $245K | Buy |
16,932
+1,593
| +10% | +$23.1K | 0.12% | 139 |
|
|
2021
Q2 | $203K | Hold |
15,339
| – | – | 0.1% | 148 |
|
|
2021
Q1 | $188K | Buy |
15,339
+1,477
| +11% | +$18.1K | 0.1% | 145 |
|
|
2020
Q4 | $131K | Buy |
13,862
+2,676
| +24% | +$25.3K | 0.09% | 147 |
|
|
2020
Q3 | $79K | Hold |
11,186
| – | – | 0.06% | 141 |
|
|
2020
Q2 | $77K | Buy |
+11,186
| New | +$77K | 0.06% | 140 |
|
|
2020
Q1 | – | Sell |
-10,240
| Closed | -$123K | – | 152 |
|
|
2019
Q4 | $123K | Sell |
10,240
-2,876
| -22% | -$34.5K | 0.09% | 149 |
|
|
2019
Q3 | $137K | Hold |
13,116
| – | – | 0.09% | 176 |
|
|
2019
Q2 | $152K | Buy |
13,116
+994
| +8% | +$11.5K | 0.12% | 150 |
|
|
2019
Q1 | $147K | Sell |
12,122
-584
| -5% | -$7.08K | 0.13% | 148 |
|
|
2018
Q4 | $135K | Buy |
12,706
+1,260
| +11% | +$13.4K | 0.14% | 145 |
|
|
2018
Q3 | $148K | Sell |
11,446
-3,764
| -25% | -$48.7K | 0.14% | 148 |
|
|
2018
Q2 | $218K | Sell |
15,210
-74
| -0.5% | -$1.06K | 0.2% | 141 |
|
|
2018
Q1 | $259K | Sell |
15,284
-452
| -3% | -$7.66K | 0.24% | 137 |
|
|
2017
Q4 | $290K | Buy |
+15,736
| New | +$290K | 0.28% | 122 |
|